PLUIX Mutual Fund

PLUIX Mutual Fund (Aristotle Ultra Short Income Fund Class I) is managed by Aristotle Funds with $3.4M in net assets. PLUIX expense ratio is 0.32%, holding 140 positions across sectors including Financials, Industrials, Utilities. Inception date: 2019-06-28.

PLUIX performance shows a YTD return of 2.15%. The 1-year return is 4.82% and the 5-year return is 3.91%. PLUIX dividend yield stands at 4.66%, paid monthly.

PLUIX 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 PLUIX holdings, PLUIX sectors, or PLUIX dividends.

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