PLFRX Mutual Fund
PLFRX Mutual Fund
PLFRX Mutual Fund
Aristotle Floating Rate Income Fund Class I
PLFRX Mutual Fund Overview
PLFRX Mutual Fund (Aristotle Floating Rate Income Fund Class I) is managed by Aristotle Funds with $1.67B in net assets. PLFRX expense ratio is 0.73%, holding 160 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2011-06-30.
PLFRX performance shows a YTD return of 1.99%. The 1-year return is 4.94% and the 5-year return is 6.25%. PLFRX dividend yield stands at 6.37%, paid monthly.
PLFRX top holdings include Us Bank Mmda - Usbgfs 9 (7.6%), Truist Insurance Holdings, Llc 0 03/08/2032 (3.6%), T/L Proofpoint Inc Regd 0.00000000 08/31/2028 (3.6%), Milano Acquisition Corp Term Loan B (2.7%), Alliant Holdings Intermediate Llc / Alliant Holdings Co-issuer 6.75% 10/15/2027 (2.5%). Go to all PLFRX holdings, PLFRX sectors, or PLFRX dividends.
PLFRX can be compared against other funds. Use PLFRX overlap to find shared positions, or PLFRX vs another fund for a side-by-side view. PLFRX alternatives are available via the screener, along with tax-loss harvesting opportunities.