Morningstar

Aristotle High Yield Bond Fund Class C PLCHX

Morningstar Medalist Rating
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Medalist Rating as of See Aristotle Funds Investment Hub
  • NAV / 1-Day Return $8.97  /  +0.33 %
  • Fund Size $142.4M
  • Adjusted Expense Ratio 1.700%
  • Net Expense Ratio 1.700%
  • Fee Level: Distribution Below Average
  • Share Class Type Level Load
  • Morningstar Category High Yield Bond
  • Fixed-Income Style Box (Funds) Low/Limited
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 5.58%
  • Average Effective Duration 2.77 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis PLCHX

Will PLCHX outperform in the 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 PLCHX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Aristotle High Yield Bond C holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings PLCHX

More PLCHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

US BANK MMDA - USBGFS 9

3.54 5M
Cash and Equivalents

Majordrive Holdings Iv Llc 6.38%

3.00 4M
Corporate

TK Elevator Midco (ThyssenKrupp) T/L B (2/25)

1.76 3M
Corporate

UKG Inc. 6.88%

1.44 2M
Corporate

Ardonagh Group Finance Ltd. 8.88%

1.39 2M
Corporate

NRG Energy, Inc. 6%

1.39 2M
Corporate

Allied Universal Holdco LLC / Allied Universal Finance Corp. 6.88%

1.28 2M
Corporate

Kilroy Realty L.P. 5.88%

1.28 2M
Corporate

Albertsons Companies Inc. / Safeway Inc. / New Albertsons LP / Albertsons L

1.22 2M
Corporate

Howden UK Refinance 2 PLC / Howden US Finance LLC 8.13%

1.18 2M
Corporate

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