Aristotle Core Income believes credit offers the most attractive combination of risk and reward, thus investors will find here ample doses of corporate credit risk, and, to a lesser degree, of structured credit risk, but will get a reduced stake in Treasuries and no meaningful exposure to government mortgage-backed securities. While a pronounced inclination toward corporate credit limits its breadth, the dedication of a seasoned and skilled team, coupled with a process that astutely merges security selection, particularly in corporate credit, with a touch of macro insight, has led us to upgrade the fund’s People and Process Pillar ratings.
- NAV / 1-Day Return 9.44 / 0.26 %
- Total Assets 1.8 Bil
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Adj. Expense Ratio
- Expense Ratio 1.600%
- Distribution Fee Level High
- Share Class Type Level Load
- Category Intermediate Core-Plus Bond
- Credit Quality / Interest Rate Sensitivity Medium / Moderate
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 3.38%
- Effective Duration 6.04 years
Morningstar’s Analysis PLNCX
Will PLNCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 0
- Bond Holdings 393
- Other Holdings 9
- % Assets in Top 10 Holdings 11.4