PLEBX Mutual Fund (Aristotle Core Bond Fund Class I) is managed by Aristotle Funds with $214.8M in net assets. PLEBX expense ratio is 0.48%, holding 339 positions across sectors including Other, Financials, Real Estate. Inception date: 2020-12-14.

PLEBX performance shows a YTD return of -2.38%. The 1-year return is 4.09% and the 5-year return is 0.56%. PLEBX dividend yield stands at 4.01%, paid monthly.

PLEBX top holdings include Us Treasury N/B 11/35 4 (9.3%), Us Treasury N/B 4.13% 02/15/2036 4.13 (6.8%), Treasury Note (Otr) 4.25% May 15, 2035 (5.8%), Freddie Mac Multifamily Structured Pass Through Certificates 2.71%04/25/2055 (3.2%), Treasury Note (Otr) 3.88% Aug 15, 2033 (1.5%). View all PLEBX holdings, sector breakdown, or dividend history.

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