PLUDX Mutual Fund
PLUDX Mutual Fund
Aristotle Ultra Short Income Fund Class I2
PLUDX Mutual Fund Overview
PLUDX Mutual Fund (Aristotle Ultra Short Income Fund Class I2) is managed by Aristotle Funds with $42.7M in net assets. PLUDX expense ratio is 0.32%, holding 140 positions across sectors including Financials, Other, Industrials. Inception date: 2019-06-28.
PLUDX performance shows a YTD return of -0.20%. The 1-year return is 4.97% and the 5-year return is 2.90%. PLUDX dividend yield stands at 4.84%, paid monthly.
PLUDX top holdings include Treasury Bill 0% May 28, 2026 (5.6%), Palmer Square Loan Funding Ltd Pstat 2024 2A A1R 144A 4.49% 01/15/2033 4.49 2033-01-15 (3.5%), Morgan Stanley 1.512% 20-Jul-2027, 1.51%, 07/20/27 (2.8%), Neuberger Berman Loan Advisers Clo Ltd. 5.368 07/17/2036 (2.4%), Elmwood Clo I Ltd, 4.79%, 04/20/37 (2.4%). View all PLUDX holdings, sector breakdown, or dividend history.
PLUDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PLUDX alternatives are available via the screener, along with tax-loss harvesting opportunities.