Morningstar

Aristotle Floating Rate Income I PLFRX

Morningstar Medalist Rating
Medalist Rating as of | See Aristotle Funds Investment Hub
  • NAV / 1-Day Return 9.49  /  +0.02 %
  • Total Assets 4.1 Bil
  • Adj. Expense Ratio
    0.710%
  • Expense Ratio 0.720%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Bank Loan
  • Credit Quality / Interest Rate Sensitivity Low/Limited
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield 8.93%
  • Effective Duration 0.38 years

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 12:18 AM GMT+0

Morningstar’s Analysis PLFRX

Will PLFRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PLFRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PLFRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PLFRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong choice focused on bank loans.

Strategist Maciej Kowara

Maciej Kowara

Strategist

Summary

Aristotle Floating Rate Income’s experienced team and sensible process have served investors well in a variety of market conditions, earning upgrades to Above Average for its People and Process pillars.

by Maciej Kowara
Rated on Published on

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Portfolio Holdings PLFRX

More PLFRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
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