PLCDX Mutual Fund

PLCDX Mutual Fund (Aristotle Multi-Asset Income Fund Class I2) is managed by Aristotle Funds with $5.1M in net assets. PLCDX expense ratio is 0.89%, holding 21 positions across sectors including Financials. Inception date: 2012-12-31.

PLCDX performance shows a YTD return of 3.05%. The 1-year return is 7.48% and the 5-year return is 2.43%. PLCDX dividend yield stands at 3.99%, paid annually.

PLCDX top holdings include Aristotle Core Bond Fund (32.7%), Aristotle Core Income Fund (14.0%), Aristotle High Yield Bond Fund (10.4%), Aristotle Short Duration Incom (8.9%), Goldman Sachs Fin Gov 465 Institut (7.3%). Go to all PLCDX holdings, PLCDX sectors, or PLCDX dividends.

PLCDX can be compared against other funds. Use PLCDX overlap to find shared positions, or PLCDX vs another fund for a side-by-side view. PLCDX alternatives are available via the screener, along with tax-loss harvesting opportunities.