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Aristotle Core Income Fund Class I-2: (MF: PLIDX)

(NASDAQ Mutual Funds) As of Feb 13, 2026 06:05 PM ET

$9.87 USD

+0.02 (0.20%)

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 Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 0.15 87
3 months 0.62 73
6 months 3.48 44
1 Year 6.99 33
3 Year 4.71 55
5 Year 1.06 59
10 Year 3.24 33

* 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 Jan 31, 2026

1 Year 7.25
5 Year 0.92
10 Year 3.26
Since Inception 3.15

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.15 1.61 2.32 0.97
2024 0.08 0.43 4.71 -2.36
2023 3.99 0.11 -2.47 6.69
2022 -5.23 -6.41 -3.61 2.78
2021 -2.61 2.24 0.16 0.04

Annual Return

20262025202420232022202120202019201820172016
% Total Return 0.147.252.768.34-12.14-0.208.8011.29-1.725.215.23
% Total Return Rel to Index 0.00-0.121.502.810.871.331.302.57-1.741.672.58
% Total Return Rel to Peer 0.000.23-1.101.94-2.62-0.872.873.31-0.581.200.10
% Perf Quintile vs Peer* 0.000.000.002.003.003.001.001.004.002.002.00
% Dividends 0.030.460.460.410.310.230.270.330.350.310.30
% Yield NA4.434.574.443.121.982.202.893.292.732.74
Capital Gains ($) 0.000.000.000.000.000.230.080.000.000.000.00
Expense Ratio 0.000.550.550.550.550.550.550.550.550.660.70

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