Three Aristotle Mutual Funds Highlighted for Positive Returns and Lower Fees

Aristotle Funds, an asset management firm established in 2001 with 15 billion dollars under management as of June 30, 2026, features three fixed-income mutual funds with positive multi-year returns and low relative expense ratios. The highlighted offerings include the Aristotle Core Bond Fund (PLEDX), the Aristotle Floating Rate Income Fund (PLBCX), and the Aristotle Short Duration Income Fund (PLCSX). All three funds maintain initial investment minimums under 5,000 dollars.

The Aristotle Core Bond Fund (PLEDX), managed by David Weismiller since December 2020, generated three-year and five-year annualized returns of 4.3% and 0.1%, respectively, with a net expense ratio of 0.48%. The Aristotle Floating Rate Income Fund (PLBCX), led by Michael Marzouk since June 2011, delivered three-year annualized returns of 6.1% and five-year annualized returns of 5.2%, carrying an expense ratio of 1.78%. Meanwhile, the Aristotle Short Duration Income Fund (PLCSX), also managed by Weismiller since August 2011, posted 4.1% three-year and 2.1% five-year annualized returns with a 1.50% net expense ratio.

Fixed-income investors can track how these portfolios navigate credit markets, corporate bonds, and government treasuries as market conditions evolve.