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Aristotle ESG Core Bond I-2 (PLEDX)

8.60 0.00 (0.00%)
At close: June 21 at 8:00 PM EDT
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DELL
  • Previous Close 8.60
  • YTD Return -0.82%
  • Expense Ratio 0.48%
  • Category Intermediate Core Bond
  • Last Cap Gain -15.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 29.91M
  • Beta (5Y Monthly) 0.99
  • Yield 3.29%
  • 5y Average Return --
  • Holdings Turnover 42.00%
  • Last Dividend 0.12
  • Inception Date Dec 14, 2020

The fund primarily invests in a broad range of investment-grade debt securities. Under normal circumstances, the fund may invest up to 65% of its assets in corporate bonds. It may invest up to 30% of its assets in U.S. dollar-denominated debt securities of developed foreign governments and corporations.

Aristotle Funds

Fund Family

Intermediate Core Bond

Fund Category

29.91M

Net Assets

2020-12-14

Inception Date

Performance Overview: PLEDX

Trailing returns as of 6/21/2024. Category is Intermediate Core Bond.

YTD Return

PLEDX
0.82%
Category
1.22%
 

1-Year Return

PLEDX
2.87%
Category
0.77%
 

3-Year Return

PLEDX
2.43%
Category
5.26%
 

5-Year Return

PLEDX
0.00%
Category
3.02%
 

Recent News: PLEDX

Research Reports: PLEDX

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