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Aristotle Core Bond Fund Class I-2: (MF: PLEDX)

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

$8.27 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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2026

Total Return %* Percentile Rank Objective
YTD -0.29 76
3 months -0.87 88
6 months -2.17 82
1 Year 1.79 70
3 Year 4.30 71
5 Year 0.13 67
10 Year NA NA

* 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 4.08
5 Year 0.51
10 Year NA
Since Inception 0.22

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.02 0.88 NA NA
2025 2.56 1.17 2.16 1.01
2024 -0.13 0.17 5.03 -2.76
2023 3.23 -0.20 -2.87 6.65
2022 -5.75 -5.38 -4.35 2.63
2021 -3.16 1.92 -0.04 -0.42

Annual Return

202620252024202320222021
% Total Return -0.297.082.176.71-12.46-1.76
% Total Return Rel to Index 0.08-0.290.901.180.55-0.21
% Total Return Rel to Peer -1.370.06-1.700.32-2.94-2.43
% Perf Quintile vs Peer* 4.003.004.003.003.005.00
% Dividends 0.250.350.290.260.160.10
% Yield 2.513.974.384.321.941.03
Capital Gains ($) 0.000.000.000.000.000.00
Expense Ratio 0.480.480.480.480.480.48

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