PLFDX Mutual Fund

PLFDX Mutual Fund (Aristotle Floating Rate Income Fund Class I2) is managed by Aristotle Funds with $1.80B in net assets. PLFDX expense ratio is 0.81%, holding 145 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2012-06-29.

PLFDX performance shows a YTD return of 2.82%. The 1-year return is 5.13% and the 5-year return is 4.72%. PLFDX dividend yield stands at 6.76%, paid monthly.

PLFDX top holdings include Us Bank Mmda - Usbgfs 9 2037-09-01 (8.1%), Milano Acquisition Corp Term Loan B (4.1%), Truist Insurance Holdings, Llc 0 03/08/2032 (3.1%), TK Elevator Midco (ThyssenKrupp) T/L B (2.9%), Proofpoint T/L (2.7%). Go to all PLFDX holdings, PLFDX sectors, or PLFDX dividends.

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