Aristotle Ultra Short Income FundPLUAX
Type
Mutual fund
Peer group
Taxable bond
Net assets
$42.3M
Expense ratio
0.58%
1-year return
+4.5%
3 years, a year
+5.2%
5 years, a year
—
Holdings
140
What it aims to do.
Aristotle Ultra Short Income Fund (the Fund) seeks current income consistent with capital preservation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Treasury Bill | 5.64% |
| Palmer Square Loan Funding Ltd | 3.55% |
| Morgan Stanley | 2.81% |
| Neuberger Berman CLO Ltd | 2.36% |
| Elmwood CLO 16 Ltd | 2.36% |
| United Air 2014-1 A Ptt | 2.02% |
| Sprint Spectrum / Spec I | 2.02% |
| GS Goldman Sachs Group Inc | 1.98% |
| Ubs Group Ag | 1.89% |
| CRM Salesforce Inc | 1.77% |
More on PLUAX.
- PLUAX overview
- PLUAX holdings
- PLUAX risk
- PLUAX costs
- PLUAX money in and out
- PLUAX share classes
- Compare PLUAX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.