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Aristotle High Yield Bond I-2 (PLHYX)

9.49 -0.01 (-0.11%)
As of 8:05 AM EST. Market Open.
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DELL
  • Previous Close 9.50
  • YTD Return 6.65%
  • Expense Ratio 0.66%
  • Category High Yield Bond
  • Last Cap Gain -28.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 87.75M
  • Beta (5Y Monthly) 0.89
  • Yield 6.70%
  • 5y Average Return --
  • Holdings Turnover 74.00%
  • Last Dividend 0.52
  • Inception Date Jun 29, 2012

Under normal circumstances, the fund invests at least 80% of its assets in non-investment grade (high yield/high risk, sometimes called "junk bonds") debt instruments or in instruments with characteristics of non-investment grade debt instruments. It invests principally in instruments that have intermediate to long terms to maturity. Debt instruments in which the fund invests focus on corporate bonds and notes, but may also include floating rate loans, and may also be of foreign issuers that are denominated in U.S. dollars.

Aristotle Funds

Fund Family

High Yield Bond

Fund Category

87.75M

Net Assets

2012-06-29

Inception Date

Performance Overview: PLHYX

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Trailing returns as of 11/6/2024. Category is High Yield Bond.

YTD Return

PLHYX
6.65%
Category
3.62%
?

1-Year Return

PLHYX
15.29%
Category
14.69%
?

3-Year Return

PLHYX
2.91%
Category
6.16%
?

5-Year Return

PLHYX
4.30%
Category
6.21%
?

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