PLIDX – Aristotle Core Income I-2 Investment Strategy | Morningstar

Morningstar

Strategy

The investment seeks a high level of current income; capital appreciation is of secondary importance. The fund invests principally in income producing debt instruments. It will generally invest at least 60% of its assets in investment grade debt instruments, including corporate debt securities, asset-backed securities, mortgage-related securities, U.S. government securities and agency securities. The fund may invest up to 35% of its assets in non-investment grade (high yield/high risk, sometimes called "junk bonds") debt instruments and floating rate senior loans.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
—	Aristotle Core Income Fund Class H	No Load	Open			Dec 5, 2025	$16,073.00	0.460%	Average	$0	—
PLIIX	Aristotle Core Income Fund Class I	Institutional	Open			Dec 31, 2010	$592.82M	0.450%	Average	$500,000	−$154.80M
PLIDX	Aristotle Core Income Fund Class I-2	Institutional	Open			Jun 29, 2012	$2.01B	0.550%	Above Average	$0	−$157.16M
PLIAX	Aristotle Core Income Fund Class A	Front Load	Open			Dec 31, 2010	$120.01M	0.850%	Above Average	$1,000	−$9.04M
PLNCX	Aristotle Core Income Fund Class C	Level Load	Open			Jun 30, 2011	$41.27M	1.600%	High	$1,000	−$6.83M

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