PLFRX Mutual Fund

PLFRX Mutual Fund (Aristotle Floating Rate Income Fund Class I) is managed by Aristotle Funds with $1.71B in net assets. PLFRX expense ratio is 0.73%, holding 145 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2011-06-30.

PLFRX performance shows a YTD return of 2.87%. The 1-year return is 5.21% and the 5-year return is 4.81%. PLFRX dividend yield stands at 6.84%, paid monthly.

PLFRX 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 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.