Aristotle Floating Rate Income Fund Class I-2 (PLFDX) Research

This fund's primary investment strategy involves allocating capital to income-generating, variable-rate loans and debt instruments. Under typical market conditions, a minimum of 80% of its total assets will be committed to these floating-rate credit products. The fund has the flexibility to invest up to 25% of its portfolio in foreign investments, provided they are denominated in U.S. dollars and predominantly originate from developed markets. Furthermore, up to 20% of its assets may be diversified into other types of debt securities, including high-yield, higher-risk instruments sometimes known as "junk bonds."

Market snapshot

Symbol
PLFDX
Price
$9.28
Day change
0.00%
Market cap
$3.8B
52-week range
9.22-9.49
Sector
Financial Services
Industry
Asset Management - Income

Peer companies

  • DNP Select Income Fund Inc. (DNP)
  • Eaton Vance Floating Rate I (EIBLX)
  • The Hartford Strategic Income Fund Cl A (HSNAX)
  • Pacific Funds Floating Rate Income - Class A (PLFLX)
  • Aristotle Floating Rate Income Fund Class I (PLFRX)
  • Aristotle Core Income Fund Class I-2 (PLIDX)
  • Aristotle Core Income Fund Class I (PLIIX)
  • T. Rowe Price Floating Rate Fund, Inc. (PRFRX)

Open Aristotle Floating Rate Income Fund Class I-2 (PLFDX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.