Morningstar

Aristotle Short Duration Income Fund Class C PLCSX

Morningstar Medalist Rating
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Medalist Rating as of See Aristotle Funds Investment Hub
  • NAV / 1-Day Return $10.04  /  0.00
  • Fund Size $884.7M
  • Adjusted Expense Ratio 1.500%
  • Net Expense Ratio 1.500%
  • Fee Level: Distribution Above Average
  • Share Class Type Level Load
  • Morningstar Category Short-Term Bond
  • Fixed-Income Style Box (Funds) Medium/Limited
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 3.32%
  • Average Effective Duration 2.23 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis PLCSX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Aristotle Short Duration Income C holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

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Portfolio Holdings PLCSX

More PLCSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

US BANK MMDA - USBGFS 9

2.86 26M
Cash and Equivalents

United States Treasury Notes 3.63%

1.92 17M
Government

United States Treasury Notes 4.13%

1.73 16M
Government

United States Treasury Notes 3.88%

1.34 12M
Government

Magnetite XXIII LTD / LLC 4.8%

1.17 11M
Securitized

NAVIENT PRIVATE ED LN 2021-C 1.06%

1.03 9M
Securitized

Venture Global Calcasieu Pass LLC 3.88%

0.98 9M
Corporate

United States Treasury Notes 3.88%

0.89 8M
Government

Transdigm Inc

0.88 8M
Corporate

Goldman Sachs Group, Inc. 4.59%

0.86 8M
Corporate

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