PLUHX Mutual Fund

PLUHX Mutual Fund (Aristotle Ultra Short Income Fund Class H) is managed by Aristotle Funds with $11,538.75 in net assets. PLUHX expense ratio is 0.32%, holding 140 positions across sectors including Financials, Industrials, Utilities. Inception date: 2025-12-05.

PLUHX performance shows a YTD return of 2.15%. The 1-year return is 4.37% and the 5-year return is 3.91%. PLUHX dividend yield stands at 2.40%, paid monthly.

PLUHX 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 PLUHX holdings, PLUHX sectors, or PLUHX dividends.

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