Morningstar

Aristotle Strategic Income Fund Class C PLCNX

Morningstar Medalist Rating
Medalist Rating as of | See Aristotle Funds Investment Hub
  • NAV / 1-Day Return 10.04  /  +0.10 %
  • Total Assets 3.9B
  • Adj. Expense Ratio
    1.690%
  • Expense Ratio 1.690%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Multisector Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 4.73%
  • Effective Duration 3.98 years

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:34 AM GMT+0

Morningstar’s Analysis PLCNX

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

  • People Pillar

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

Corporate credit dominates here.

Principal Maciej Kowara

Maciej Kowara

Principal

Summary

Aristotle Strategic Income doubles down on corporate credit, pairing concentrated exposure with a research-intensive process that has rewarded investors over the long haul.

by Maciej Kowara
Rated on Published on

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Portfolio Holdings PLCNX

More PLCNX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

US BANK MMDA - USBGFS 9

1.74 71M
Cash and Equivalents

Proofpoint T/L (06/25)

1.01 41M
Corporate

Goldman Sachs Group, Inc. 5.39%

0.86 35M
Corporate

Ukg Inc

0.85 35M
Corporate

BEIGNET INV LLC 6.58%

0.83 34M
Corporate

TransDigm, Inc. 6.38%

0.82 33M
Corporate

Citigroup Inc. 5.41%

0.80 33M
Corporate

United States Treasury Bonds 4.75%

0.80 33M
Government

Broadstreet Partners Inc

0.78 32M
Corporate

United States Treasury Notes 4.25%

0.75 31M
Government

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