- What are the top holdings of PLFRX?
- Aristotle Floating Rate Income Fund Class I holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does PLFRX have?
- PLFRX holds — positions as reported by the fund's most recent disclosure.
- What sectors does PLFRX invest in?
- Aristotle Floating Rate Income Fund Class I (PLFRX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is PLFRX most exposed to?
- PLFRX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is PLFRX a US-only fund?
- The country allocation card on this page shows PLFRX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does PLFRX invest in?
- The primary objective of this fund is to achieve a substantial level of current income. It accomplishes this by investing predominantly in income-generating floating rate loans and other floating rate debt instruments. Typically, at least four-fifths (80%) of the fund's assets are committed to these specific types of floating rate securities under normal market conditions. A portion, up to 25% of its total assets, may be directed towards foreign investments denominated in U.S. dollars, primarily originating from developed economies. Furthermore, the fund possesses the latitude to allocate as much as 20% of its holdings to diverse debt instruments or securities, which includes non-investment grade debt, commonly referred to as high-yield or "junk bonds" due to their elevated risk profile.
