PLCDX Mutual Fund

PLCDX Mutual Fund (Aristotle Multi-Asset Income Fund Class I2) is managed by Aristotle Funds with $3.9M in net assets. PLCDX expense ratio is 0.89%, holding 22 positions across sectors including Financials. Inception date: 2012-12-31.

PLCDX performance shows a YTD return of 1.63%. The 1-year return is 3.24% and the 5-year return is 2.45%. PLCDX dividend yield stands at 9.94%, paid monthly.

PLCDX top holdings include Aristotle Core Bond I (27.4%), Aristotle High Yield Bond Fund (12.4%), Aristotle Strategic Income I (10.8%), Aristotle Core Income Fund (8.8%), Aristotle Core Equity Fund Ii (8.8%). Go to all PLCDX holdings, PLCDX sectors, or PLCDX dividends.

PLCDX can be compared against other funds. Use PLCDX overlap to find shared positions, or PLCDX vs another fund for a side-by-side view. PLCDX alternatives are available via the screener, along with tax-loss harvesting opportunities.