PLFLX Mutual Fund

PLFLX Mutual Fund (Aristotle Floating Rate Income Fund Class A) is managed by Aristotle Funds with $219.2M in net assets. PLFLX expense ratio is 1.06%, holding 145 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2011-12-30.

PLFLX performance shows a YTD return of 2.64%. The 1-year return is 4.97% and the 5-year return is 4.53%. PLFLX dividend yield stands at 6.50%, paid monthly.

PLFLX 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 PLFLX holdings, PLFLX sectors, or PLFLX dividends.

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