PLFDX Mutual Fund (Aristotle Floating Rate Income Fund Class I2) is managed by Aristotle Funds with $1.72B in net assets. PLFDX expense ratio is 0.80%, holding 160 positions across sectors including Other, Financials, Information Technology. Inception date: 2012-06-29.

PLFDX performance shows a YTD return of 1.27%. The 1-year return is 5.02% and the 5-year return is 4.48%. PLFDX dividend yield stands at 6.40%, paid monthly.

PLFDX 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%). View all PLFDX holdings, sector breakdown, or dividend history.

PLFDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PLFDX alternatives are available via the screener, along with tax-loss harvesting opportunities.