PLCDX Mutual Fund (Aristotle Portfolio Optimization Conservative Fund Class I2) is managed by Aristotle Funds with $5.0M in net assets. PLCDX expense ratio is 0.83%, holding 21 positions across sectors including Unknown, Financials, Other. Inception date: 2012-12-31.

PLCDX performance shows a YTD return of 3.62%. The 1-year return is 8.60% and the 5-year return is 2.68%. PLCDX dividend yield stands at 3.97%, paid annually.

PLCDX top holdings include Aristotle Core Bond Fund (32.7%), Aristotle Core Income Fund (14.0%), Aristotle High Yield Bond Fund (10.4%), Aristotle Short Duration Incom (8.9%), Goldman Sachs Fin Gov 465 Institut (7.3%). View all PLCDX holdings, sector breakdown, or dividend history.

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