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3 Aristotle Mutual Funds to Consider for Your Portfolio
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Aristotle Funds, previously known as Pacific Funds, was established in 2001 with $15 billion in assets under management as of June 30, 2026. The family of funds comprises actively managed portfolios including fixed-income, U.S. and international equity, and multi-asset portfolios. Each investment team brings its own perspectives and approaches to selecting securities by emphasizing credit, valuation, growth, and overall portfolio diversification, making them a good investment choice.
We have picked three Aristotle mutual funds — Aristotle Core Bond (PLEDX - Free Report) , Aristotle Floating Rate Income (PLBCX - Free Report) and Aristotle Short Duration Income (PLCSX - Free Report) — which investors should buy now for the long term. These funds have a Zacks Mutual Fund Rank #1 (Strong Buy) or Rank 2 (Buy), with positive three-year and five-year annualized returns, minimum initial investments within $5000 and expense ratios considerably lower than the category average. So, these funds have provided comparatively stronger performance and carry a lower fee.
Aristotle Core Bond fund invests its net assets in debt instruments such as corporate bonds, mortgage-related and asset-backed securities, U.S. government and agency debt, and U.S. dollar-denominated debt of developed foreign governments and corporations.
David Weismiller has been the lead manager of PLEDX since Dec. 14, 2020. Most of the fund’s holdings were in companies such as Miscellaneous Bonds (45.3%), U.S. Treasury Notes and Bonds (8.2%) and U.S. Treasury Notes and Bonds (6.7%) as of March 31, 2026.
PLEDX’s 3-year and 5-year annualized returns are 4.3% and 0.1%, respectively. Its net expense ratio is 0.48%. PLEDX has a Zacks Mutual Fund Rank #1.
To see how this fund performed compared to its category, and other 1 (Strong Buy) and 2 Ranked Mutual Funds,please click here.
Aristotle Floating Rate Income fund invests primarily in floating-rate loans and debt securities, with limited exposure to foreign investments and other debt instruments, including high-yield bonds.
Michael Marzouk has been the lead manager of PLBCX since June 30, 2011. Most of the fund’s holdings were in companies such as Miscellaneous Bonds (19.4%), Cash (10.3%) and CRC Insurance Group LLC Senior Notes (3.6%) as of March 31, 2026.
PLBCX’s 3-year and 5-year annualized returns are 6.1% and 5.2%, respectively. Its net expense ratio is 1.78%. PLBCX has a Zacks Mutual Fund Rank #2.
Aristotle Short Duration Income fund invests most of its assets in investment-grade debt securities, yield debt, and floating-rate senior loans.
David Weismiller has been the lead manager of PLCSX since Aug. 17, 2011. Most of the fund’s holdings were in companies such as Miscellaneous Bonds (58.8%), U.S. Treasury Notes and Bonds (5.2%) and Cash (3.9%) as of March 31, 2026.
PLCSX’s 3-year and 5-year annualized returns are 4.1% and 2.1%, respectively. Its net expense ratio is 1.50%.PLCSX has a Zacks Mutual Fund Rank #2.
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3 Aristotle Mutual Funds to Consider for Your Portfolio
Aristotle Funds, previously known as Pacific Funds, was established in 2001 with $15 billion in assets under management as of June 30, 2026. The family of funds comprises actively managed portfolios including fixed-income, U.S. and international equity, and multi-asset portfolios. Each investment team brings its own perspectives and approaches to selecting securities by emphasizing credit, valuation, growth, and overall portfolio diversification, making them a good investment choice.
We have picked three Aristotle mutual funds — Aristotle Core Bond (PLEDX - Free Report) , Aristotle Floating Rate Income (PLBCX - Free Report) and Aristotle Short Duration Income (PLCSX - Free Report) — which investors should buy now for the long term. These funds have a Zacks Mutual Fund Rank #1 (Strong Buy) or Rank 2 (Buy), with positive three-year and five-year annualized returns, minimum initial investments within $5000 and expense ratios considerably lower than the category average. So, these funds have provided comparatively stronger performance and carry a lower fee.
Aristotle Core Bond fund invests its net assets in debt instruments such as corporate bonds, mortgage-related and asset-backed securities, U.S. government and agency debt, and U.S. dollar-denominated debt of developed foreign governments and corporations.
David Weismiller has been the lead manager of PLEDX since Dec. 14, 2020. Most of the fund’s holdings were in companies such as Miscellaneous Bonds (45.3%), U.S. Treasury Notes and Bonds (8.2%) and U.S. Treasury Notes and Bonds (6.7%) as of March 31, 2026.
PLEDX’s 3-year and 5-year annualized returns are 4.3% and 0.1%, respectively. Its net expense ratio is 0.48%. PLEDX has a Zacks Mutual Fund Rank #1.
To see how this fund performed compared to its category, and other 1 (Strong Buy) and 2 Ranked Mutual Funds,please click here.
Aristotle Floating Rate Income fund invests primarily in floating-rate loans and debt securities, with limited exposure to foreign investments and other debt instruments, including high-yield bonds.
Michael Marzouk has been the lead manager of PLBCX since June 30, 2011. Most of the fund’s holdings were in companies such as Miscellaneous Bonds (19.4%), Cash (10.3%) and CRC Insurance Group LLC Senior Notes (3.6%) as of March 31, 2026.
PLBCX’s 3-year and 5-year annualized returns are 6.1% and 5.2%, respectively. Its net expense ratio is 1.78%. PLBCX has a Zacks Mutual Fund Rank #2.
Aristotle Short Duration Income fund invests most of its assets in investment-grade debt securities, yield debt, and floating-rate senior loans.
David Weismiller has been the lead manager of PLCSX since Aug. 17, 2011. Most of the fund’s holdings were in companies such as Miscellaneous Bonds (58.8%), U.S. Treasury Notes and Bonds (5.2%) and Cash (3.9%) as of March 31, 2026.
PLCSX’s 3-year and 5-year annualized returns are 4.1% and 2.1%, respectively. Its net expense ratio is 1.50%.PLCSX has a Zacks Mutual Fund Rank #2.
Want key mutual fund info delivered straight to your inbox?
Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week.Get it free >>