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Aristotle ESG Core Bond I-2 (PLEDX)

8.93 +0.03 (+0.34%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 8.90
  • YTD Return 3.60%
  • Expense Ratio 0.48%
  • Category Intermediate Core Bond
  • Last Cap Gain -15.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 27.49M
  • Beta (5Y Monthly) 0.99
  • Yield 3.30%
  • 5y Average Return --
  • Holdings Turnover 32.00%
  • Last Dividend 0.20
  • 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

27.49M

Net Assets

2020-12-14

Inception Date

Performance Overview: PLEDX

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Trailing returns as of 9/27/2024. Category is Intermediate Core Bond.

YTD Return

PLEDX
3.60%
Category
1.22%
 

1-Year Return

PLEDX
7.76%
Category
0.77%
 

3-Year Return

PLEDX
1.49%
Category
5.26%
 

5-Year Return

PLEDX
0.00%
Category
3.02%
 

Recent News: PLEDX

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Research Reports: PLEDX

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