Morningstar

Aristotle High Yield Bond Fund Class I PLHIX

Morningstar Medalist Rating
Medalist Rating as of | See Aristotle Funds Investment Hub
  • NAV / 1-Day Return 9.14  /  +0.11 %
  • Total Assets 147.3M
  • Adj. Expense Ratio
    0.550%
  • Expense Ratio 0.550%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Low/Limited
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield 6.74%
  • Effective Duration 2.71 years

USD | NAV as of Jul 17, 2026 | 1-Day Return as of Jul 17, 2026, 12:10 AM GMT+0

Morningstar’s Analysis PLHIX

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

  • People Pillar

    The People Pillar is our evaluation of the PLHIX 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 PLHIX’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 I holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

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Portfolio Holdings PLHIX

More PLHIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Majordrive Holdings Iv Llc 6.38%

3.94 4M
Corporate

UKG Inc. 6.88%

1.52 2M
Corporate

Ardonagh Group Finance Ltd. 8.88%

1.45 2M
Corporate

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

1.40 1M
Corporate

Kilroy Realty L.P. 5.88%

1.38 1M
Corporate

Jane Street Group LLC / JSG Finance Inc. 6.75%

1.34 1M
Corporate

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

1.33 1M
Corporate

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

1.31 1M
Corporate

Venture Global LNG Inc. 9.88%

1.27 1M
Corporate

Acrisure Llc / Acrisure Fin Inc 7.5%

1.14 1M
Corporate

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