PLEBX Mutual Fund
PLEBX Mutual Fund
PLEBX Mutual Fund
Aristotle Core Bond Fund Class I
PLEBX Mutual Fund Overview
PLEBX Mutual Fund (Aristotle Core Bond Fund Class I) is managed by Aristotle Funds with $207.2M in net assets. PLEBX expense ratio is 0.44%, holding 339 positions across sectors including Financials, Real Estate, Utilities. Inception date: 2020-12-14.
PLEBX performance shows a YTD return of -0.58%. The 1-year return is 2.67% and the 5-year return is 0.05%. PLEBX dividend yield stands at 4.10%, paid monthly.
PLEBX top holdings include Us Treasury N/B 11/35 4 (9.3%), Us Treasury N/B 4.13% 02/15/2036 4.13 (6.8%), Us Treas Nts 4.25% 05/15/35 (5.8%), Us Bank Mmda - Usbgfs 9 (3.2%), Us Treasury N/B 2033-08-15 (1.5%). Go to all PLEBX holdings, PLEBX sectors, or PLEBX dividends.
PLEBX can be compared against other funds. Use PLEBX overlap to find shared positions, or PLEBX vs another fund for a side-by-side view. PLEBX alternatives are available via the screener, along with tax-loss harvesting opportunities.