PLEDX Mutual Fund
PLEDX Mutual Fund
Aristotle Core Bond Fund Class I2
PLEDX Mutual Fund Overview
PLEDX Mutual Fund (Aristotle Core Bond Fund Class I2) is managed by Aristotle Funds with $18.3M in net assets. PLEDX expense ratio is 0.48%, holding 339 positions across sectors including Other, Financials, Real Estate. Inception date: 2020-12-14.
PLEDX performance shows a YTD return of -2.50%. The 1-year return is 4.09% and the 5-year return is 0.51%. PLEDX dividend yield stands at 4.01%, paid monthly.
PLEDX 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%), Bmark_19-B13 2.952 08/15/2057 (3.2%), Treasury Note (Otr) 3.88% Aug 15, 2033 (1.5%). View all PLEDX holdings, sector breakdown, or dividend history.
PLEDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PLEDX alternatives are available via the screener, along with tax-loss harvesting opportunities.