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Morningstar

Aristotle Floating Rate Income A PLFLX

Morningstar Medalist Rating
Medalist Rating as of | See Aristotle Funds Investment Hub
  • NAV / 1-Day Return 9.53  /  +0.02 %
  • Total Assets 4.0 Bil
  • Adj. Expense Ratio
    1.010%
  • Expense Ratio 1.020%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Bank Loan
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 8.72%
  • Effective Duration 0.31 years

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 11:53 PM GMT+0

Morningstar’s Analysis PLFLX

Will PLFLX 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 PLFLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PLFLX 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 PLFLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Waiting to see how the new owner affects things, if at all.

Strategist Maciej Kowara

Maciej Kowara

Strategist

Summary

Aristotle Floating Rate Income is in the process of integrating into its new parent. In view of the potential uncertainties this might create, we don’t expect much change with the team or approach.

by Maciej Kowara
Rated on Published on

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Portfolio Holdings PLFLX

More PLFLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
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