PLUDX Mutual Fund

PLUDX Mutual Fund (Aristotle Ultra Short Income Fund Class I2) is managed by Aristotle Funds with $43.3M in net assets. PLUDX expense ratio is 0.32%, holding 140 positions across sectors including Financials, Industrials, Utilities. Inception date: 2019-06-28.

PLUDX performance shows a YTD return of 2.04%. The 1-year return is 4.83% and the 5-year return is 3.90%. PLUDX dividend yield stands at 4.79%, paid monthly.

PLUDX top holdings include Us Bank Mmda - Usbgfs 9 2037-09-01 (4.7%), Palmer Square Loan Funding Ltd Pstat 2024 2A A1R 144A 4.49% 01/15/2033 4.49 2033-01-15 (2.5%), Morgan Stanley Sr Unsecured 07/29 Var (2.5%), Bnp Paribas Sa Mtn 144A 2.59% Jan 20, 2028 (2.3%), Neuberger Berman Loan Advisers Clo Ltd. 5.368 07/17/2036 (2.0%). Go to all PLUDX holdings, PLUDX sectors, or PLUDX dividends.

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