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Aristotle Strategic Income Fund Class I-2: (MF: PLSFX)

(NASDAQ Mutual Funds) As of Jun 3, 2026 05:44 PM ET

$10.51 USD

-0.02 (-0.19%)

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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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 0.66 32
3 months 0.32 29
6 months 1.46 30
1 Year 6.79 14
3 Year 6.68 20
5 Year 3.27 19
10 Year 4.94 4

* 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 Apr 30, 2026

1 Year 5.79
5 Year 3.24
10 Year 5.09
Since Inception 5.08

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.44 NA NA NA
2025 0.90 2.85 2.32 0.97
2024 1.25 1.02 3.75 -0.22
2023 3.80 1.14 -0.54 6.48
2022 -4.14 -7.89 -1.90 4.29
2021 0.13 2.38 0.48 0.41

Annual Return

20262025202420232022202120202019201820172016
% Total Return 0.667.225.8911.19-9.673.439.7913.61-2.766.8411.19
% Total Return Rel to Index -0.40-0.154.635.663.344.982.284.88-2.783.308.53
% Total Return Rel to Peer -0.700.202.024.80-0.142.763.855.63-1.622.836.05
% Perf Quintile vs Peer* 4.003.002.001.003.001.001.001.005.001.001.00
% Dividends 0.200.580.610.530.420.360.430.460.470.410.43
% Yield 5.205.205.495.273.962.933.544.004.383.583.83
Capital Gains ($) 0.000.000.000.000.040.100.000.000.000.000.00
Expense Ratio 0.000.690.690.690.690.700.700.700.700.770.80

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