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Aristotle Short Duration Income Fund Class I-2: (MF: PLDSX)

(NASDAQ Mutual Funds) As of Oct 23, 2026 06:37 PM ET

$10.08 USD

-0.01 (-0.10%)

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 Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 0.30 31
3 months -0.60 27
6 months 0.14 32
1 Year 1.42 31
3 Year 4.89 45
5 Year 2.90 20
10 Year 2.79 28

* 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 Sep 30, 2026

1 Year 1.42
5 Year 2.90
10 Year 2.79
Since Inception 2.73

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 0.15 0.75 -0.60 NA
2025 1.54 1.61 1.40 1.11
2024 0.96 1.19 2.97 0.11
2023 1.86 0.54 0.94 3.22
2022 -2.13 -1.63 -0.63 1.46
2021 -0.27 0.63 0.15 -0.33

Annual Return

20262025202420232022202120202019201820172016
% Total Return 0.305.805.336.71-2.950.174.025.740.842.612.76
% Total Return Rel to Index 3.20-1.574.061.1810.061.72-3.47-2.980.83-0.930.10
% Total Return Rel to Peer 0.96-1.211.460.316.57-0.49-1.90-2.231.98-1.39-2.37
% Perf Quintile vs Peer* 2.004.001.002.001.003.004.004.002.004.004.00
% Dividends 0.320.450.490.400.210.140.200.270.260.220.19
% Yield 4.104.204.624.102.011.331.812.502.472.071.74
Capital Gains ($) 0.000.000.000.000.000.100.000.000.000.000.00
Expense Ratio 0.490.490.500.500.500.500.500.500.500.570.60

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