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Aristotle Short Duration Income Fund Class C: (MF: PLCSX)

(NASDAQ Mutual Funds) As of Oct 9, 2026 06:35 PM ET

$10.01 USD

0.00 (NA)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2026

Total Return %* Percentile Rank Objective
YTD 0.56 52
3 months 0.24 37
6 months -0.01 42
1 Year 1.82 69
3 Year 4.14 76
5 Year 2.07 42
10 Year 1.88 61

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Aug 31, 2026

1 Year 1.40
5 Year 2.02
10 Year 1.89
Since Inception 1.66

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.10 0.40 NA NA
2025 1.28 1.27 1.15 0.95
2024 0.63 1.05 2.71 -0.14
2023 1.61 0.29 0.69 2.95
2022 -2.29 -1.88 -0.89 1.20
2021 -0.52 0.38 0.00 -0.68

Annual Return

20262025202420232022202120202019201820172016
% Total Return 0.564.744.305.65-3.84-0.822.904.71-0.141.591.75
% Total Return Rel to Index 0.97-2.633.040.129.170.72-4.59-4.01-0.15-1.95-0.90
% Total Return Rel to Peer -0.48-2.270.43-0.745.68-1.49-3.02-3.270.99-2.41-3.38
% Perf Quintile vs Peer* 3.005.002.004.001.004.004.004.003.005.005.00
% Dividends 0.210.350.390.300.110.040.100.170.160.120.08
% Yield 1.813.343.193.221.080.390.911.621.581.150.83
Capital Gains ($) 0.000.000.000.000.000.100.000.000.000.000.00
Expense Ratio 1.501.501.501.501.501.501.501.501.501.581.60

* 1 = Top 20%, 5 = Bottom 20%