PLUAX Mutual Fund

PLUAX Mutual Fund (Aristotle Ultra Short Income Fund Class A) is managed by Aristotle Funds with $1.1M in net assets. PLUAX expense ratio is 0.57%, holding 176 positions across sectors including Financials, Industrials, Utilities. Inception date: 2019-06-28.

PLUAX performance shows a YTD return of 2.32%. The 1-year return is 3.41% and the 5-year return is 3.67%. PLUAX dividend yield stands at 3.79%, paid monthly.

PLUAX top holdings include Us Bank Mmda - Usbgfs 9 2037-09-01 (4.7%), Pimco Multisector Bond Active Exchange-Traded Fund Usetf 4.49% 15/01/2033 (2.5%), Morgan Stanley Sr Unsecured 07/29 Var (2.5%), Bnp Paribas Sa Mtn 144A 2.59% Jan 20, 2028 (2.3%), Neuberger Berman Loan Advisers Clo Ltd. 5.368 07/17/2036 (2.0%). Go to all PLUAX holdings, PLUAX sectors, or PLUAX dividends.

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