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Nasdaq - Delayed Quote USD

Aristotle Short Duration Income I-2 (PLDSX)

10.23
-0.01
(-0.10%)
At close: April 4 at 8:01:58 PM EDT

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Cetera Advisors LLC
  • Cetera Advisor Networks LLC
  • Mid Atlantic Capital Corp
  • Morgan Stanley - Brokerage Accounts
  • Pershing FundCenter
  • Schwab Institutional
  • Scottrade Load
  • Shareholders Services Group
  • JPMorgan
  • Merrill Lynch
  • TD Ameritrade Trust Company
  • (Junk)CommonWealth PPS
  • Fifth Third Securities, Inc.
  • LPL SAM Eligible - 10.24.2024
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Ameriprise Brokerage
  • Cetera Advisors LLC- PAM, PRIME, Premier
  • Cetera Advisor Networks LLC- PAM, PRIME, Premier
  • RBC Wealth Management-Advisory Eligible
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • WFA MF Advisory Updated 3.3.25
  • RBC Wealth Management-Network Eligible
  • DailyAccess Corporation RTC
  • Ameritas NTFN
  • Morgan Stanley Consulting Group Advisor
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • HD Vest - Vest Advisor
  • Securities America Advisors
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN LOAD-WAIVED NTF
  • JP MORGAN NTF
  • JP MORGAN LOAD
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • MSWM Brokerage
  • WFA Fdntl Choice/PIM Updated 3.3.25
  • RBC Wealth Management-Wrap Eligible
  • WF MFQ Screen Updated 12/31/2016
  • H Beck Inc.
  • ING Financial Partners Inc.
  • Securities America Inc.
  • Morgan Stanley Portfolio Management
  • DailyAccess Corporation Matrix
  • DailyAccess Corporation MATC
  • WF MFAQ Screen Updated 03/31/2015
  • Cetera Financial Specialists LLC- Premier
  • LPL SWM - 10.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Lincoln Investment Planning
  • Pershing Retirement Plan Network
  • HD Vest
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - November 2024
  • Avantax
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

The fund invests principally in income producing debt instruments. Under normal circumstances, it will invest at least 70% of its assets in investment grade debt instruments, including corporate debt, asset-backed securities, mortgage-related securities, U.S. government securities and agency securities. The fund may invest up to 30% of its assets in non-investment grade (high yield/high risk, sometimes called "junk bonds") debt instruments and floating rate senior loans.

Fund Overview

Category Short-Term Bond
Fund Family Aristotle Funds
Net Assets 904.93M
YTD Return 1.55%
Yield 4.88%
Morningstar Rating
Inception Date Jun 29, 2012

Performance & Risk

YTD Return 1.74%
5y Average Return 3.60%
Rank in Category (ytd) 75
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.28
Morningstar Risk Rating

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