PLBCX

Active

Aristotle Floating Rate Income Fund

Category: US Bond (5,386 funds)

Expense Ratio

1.80%

Annual Cost per $10K

$180.00

30-Year Fee Drag per $10K

$30,364

at 7% annual return

Fund Type

Mutual Fund

Active

Trailing 12-Month

+6.00%

Asset Allocation

US Equity

US Bond

85%

Intl Bond

Cash

Fee Comparison

PLBCX

1.80%

US Bond average

0.76%

US Bond cheapest

ABIMX

0.00%

Index benchmark

0.03%

137% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+23.22%31 months

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

PLBCX at 1.80%$228,793

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$151,820

Cost vs index fund−$148,632

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

Ticker	Name	ER	1yr	3yr	5yr
PLBCX	Aristotle Floating Rate Income Fund	1.80%	+6.00%	—	—
VBTSX	VANGUARD TOTAL BOND MARKET INDEX FUND	—	—	—	—
ABNDX	Bond Fund of America	1.04%	+5.29%	+4.96%	-0.25%
JCBPX	JPMorgan Core Bond Fund	1.33%	+3.25%	+3.03%	-0.39%
VBSSX	VANGUARD SHORT-TERM BOND INDEX FUND	—	—	—	—
VIBSX	VANGUARD INTERMEDIATE-TERM BOND INDEX FUND	—	—	—	—
CCBFX	Capital Group Central Corporate Bond Fund	—	+3.73%	+4.53%	—
JCPPX	JPMorgan Core Plus Bond Fund	1.14%	+3.47%	+3.44%	-0.03%
PONAX	PIMCO Income Fund	1.23%	+9.02%	+8.50%	+3.89%
QCBMFX	College Retirement Equities Fund - Core Bond Account	—	+5.65%	+6.14%	—
ARBOX	ABSOLUTE CONVERTIBLE ARBITRAGE FUND	1.73%	+7.63%	—	—
DODIX	Dodge & Cox Income Fund$1M min	0.41%	+6.05%	+6.88%	+1.27%
FBKWX	Fidelity Total Bond Fund	0.75%	+3.99%	+4.27%	+0.57%
FFRAX	Fidelity Advisor Floating Rate High Income Fund	0.73%	-5.49%	-16.23%	-20.26%
PLFLX	Aristotle Floating Rate Income Fund	1.05%	+6.56%	—	—
BAGSX	Baird Aggregate Bond Fund	0.55%	+5.24%	+5.74%	-0.32%
AIBAX	Intermediate Bond Fund of America	0.65%	+4.50%	+3.52%	+0.82%
NTBAX	Navigator Tactical Fixed Income Fund	1.32%	+1.32%	+6.04%	+2.97%
VBLTX	VANGUARD LONG-TERM BOND INDEX FUND	—	—	—	—
MWTNX	TCW METWEST TOTAL RETURN BOND FUND	0.57%	+5.36%	+5.27%	-0.83%
FBNDX	Fidelity Investment Grade Bond Fund	0.75%	+3.44%	+3.44%	-0.20%
FFSAX	Touchstone Strategic Trust-Touchstone Flexible Income Fund	1.82%	+4.86%	+6.65%	+2.74%
GIBRX	Guggenheim Total Return Bond Fund	0.49%	+6.52%	+7.11%	+0.66%
IIBAX	VOYA INTERMEDIATE BOND FUND	1.43%	+5.27%	+6.06%	-0.11%
BRMSX	Bramshill Income Performance Fund$1M min	1.44%	+3.14%	—	—
UINCX	Victory Income Fund	0.84%	+5.93%	+6.54%	+0.81%
JBFRX	Bond Fund	0.46%	+3.37%	+3.61%	-0.09%
AMUSX	U.S. Government Securities Fund	0.65%	+3.55%	+1.78%	-0.67%
SRLN	SPDR Blackstone Senior Loan ETF	0.70%	+7.34%	+8.84%	+5.70%
ANGLX	Angel Oak Multi-Strategy Income Fund	1.64%	+6.97%	+6.21%	+2.16%
GAKPX	Goldman Sachs Core Fixed Income Fund	1.46%	+5.52%	+5.82%	-0.33%
BKLN	Invesco Senior Loan ETF	0.65%	+7.19%	+8.20%	+5.50%
BFCAX	American Funds Corporate Bond Fund	1.48%	+2.89%	+3.82%	-0.85%
JAFLX	Janus Henderson Flexible Bond Portfolio$1M min	0.82%	+5.60%	+5.10%	-0.20%
PCRRX	PIMCO CommodityRealReturn Strategy Fund	1.25%	+13.60%	+2.93%	+11.89%
FTAHX	American High Income Trust	0.38%	+8.49%	+10.49%	+7.03%
TLIBX	American Funds Inflation Linked Bond Fund	0.70%	+5.10%	+1.39%	+0.61%
WAPRX	Western Asset Core Plus Bond Fund	1.12%	+4.87%	+4.96%	-2.05%
NHCCX	Nuveen High Yield Municipal Bond Fund	1.80%	+0.69%	+4.93%	+0.99%
WAPIX	Western Asset Core Bond Fund	0.80%	+5.27%	+5.29%	-1.43%
TRVZX	T. Rowe Price New Income Fund, Inc.	0.32%	+3.45%	+2.95%	-0.33%
DDLDX	DoubleLine Low Duration Bond Fund	0.70%	+5.59%	+6.23%	+3.15%
FBND	Fidelity Total Bond ETF	0.36%	+3.85%	+4.04%	+0.36%
XFFLX	Franklin Floating Rate Master Series	—	+6.16%	+9.89%	+7.63%
RANAX	American Funds Strategic Bond Fund	1.41%	+4.72%	+3.06%	-1.64%
BICAX	Sterling Capital Total Return Bond Fund	0.70%	-17.52%	-5.29%	-6.49%
DDCFX	DoubleLine Core Fixed Income Fund	0.50%	+5.99%	+6.30%	+0.72%
FZICX	Fidelity Intermediate Municipal Income Fund	1.41%	-0.91%	-5.47%	-9.55%
AFFMX	American Funds Mortgage Fund	0.68%	+4.14%	+2.79%	+0.23%
ABYAX	Abbey Capital Futures Strategy Fund	1.79%	-4.08%	-2.92%	+2.90%
PARRX	PIMCO Real Return Fund	0.75%	+6.06%	+4.64%	+1.53%
TRKZX	T. Rowe Price High Yield Fund, Inc.	0.60%	+8.32%	+9.55%	+5.47%
LFMAX	LoCorr Macro Strategies Fund	2.13%	+4.18%	-1.29%	+4.08%
LIGRX	Loomis Sayles Investment Grade Bond Fund	0.74%	+5.16%	+6.18%	+1.27%
TFAIX	T. Rowe Price Floating Rate Fund	0.65%	+7.41%	+8.76%	+6.60%
TBBWX	Nuveen Core Bond Fund	0.29%	+5.55%	+6.37%	+0.53%
DFRAX	DWS Floating Rate Fund	1.82%	+6.32%	+7.58%	+5.48%
FTSBX	Short-Term Bond Fund of America	0.41%	+5.00%	+4.12%	+1.74%
RFXAX	Rational Special Situations Income Fund	2.01%	+4.45%	+5.65%	+4.15%
RPIFX	T. Rowe Price Institutional Floating Rate Fund$1M min	0.57%	+7.51%	+8.88%	+6.68%
QCILFX	College Retirement Equities Fund - Inflation-Linked Bond Account	—	+6.04%	+5.09%	—
LCRAX	Lord Abbett Core Fixed Income Fund	0.81%	+3.34%	+3.14%	-0.45%
JPHAX	JPMorgan Floating Rate Income Fund	1.51%	+2.53%	+6.10%	+4.71%
BIMSX	Baird Intermediate Bond Fund	0.55%	+5.68%	+5.54%	+0.81%
RPHYX	RIVERPARK SHORT TERM HIGH YIELD FUND	1.20%	+4.43%	+5.26%	+3.90%
JAGBX	Select Bond Trust	0.60%	+5.68%	+5.87%	-0.15%
MBFAX	Allspring Core Bond Fund	0.65%	+6.07%	+5.62%	+2.12%
AHLAX	American Beacon AHL Managed Futures Strategy Fund	1.85%	-0.28%	-3.04%	+4.92%
THRLX	Thornburg Limited Term Income Fund	0.42%	+6.02%	+6.47%	+1.99%
JADFX	Janus Henderson Flexible Bond Fund	0.83%	+5.24%	+4.84%	-0.52%
FSMMX	FS Multi-Strategy Alternatives Fund	1.99%	-43.71%	-43.22%	—
TSRSX	Thornburg Strategic Income Fund	0.53%	+6.59%	+7.11%	+3.54%
JGCGX	JPMorgan Income Fund	0.39%	+6.58%	+5.52%	+2.95%
SCOAX	SIIT CORE FIXED INCOME FUND	0.37%	+3.26%	+3.37%	-0.51%
MHYSX	NYLI MacKay High Yield Corporate Bond Fund	0.56%	+6.61%	+8.80%	+5.29%
MWCPX	TCW METWEST UNCONSTRAINED BOND FUND	0.89%	+7.44%	+7.78%	+3.02%
MKTBX	NYLI MacKay Tax Free Bond Fund	1.03%	+1.50%	-0.49%	+0.25%
JHYUX	JPMorgan High Yield Fund	0.50%	+8.26%	+8.74%	+5.45%
PHDCX	PIMCO High Yield Fund	1.70%	+6.91%	+8.19%	+3.58%
BOND	PIMCO Active Bond Exchange-Traded Fund	0.54%	+6.39%	+6.50%	+0.19%
PLIAX	Aristotle Core Income Fund	0.85%	+5.24%	—	—
MMHAX	NYLI MacKay High Yield Muni Bond Fund	0.85%	+2.66%	+7.74%	+2.12%
FRFTX	Franklin Federal Tax-Free Income Fund	1.19%	+2.69%	+5.71%	+0.66%
ICMUX	Intrepid Income Fund$1M min	1.01%	+8.99%	+10.04%	+8.22%
FTKFX	Fidelity Total Bond K6 Fund	0.30%	+3.85%	+4.06%	+0.54%
FHYIX	Franklin High Yield Tax-Free Income Fund	1.18%	-1.12%	+2.21%	+0.36%
FIHAX	Federated Hermes Institutional High Yield Bond Fund	0.75%	+7.20%	—	—
ILABX	VOYA U.S. BOND INDEX PORTFOLIO	0.76%	+4.82%	+4.68%	-0.92%
EVIBX	Eaton Vance Income Fund of Boston	1.00%	+7.54%	+9.19%	+5.51%
GFRAX	Goldman Sachs High Yield Floating Rate Fund	0.72%	+4.46%	+8.13%	+5.57%
PTCIX	PIMCO Long-Term Credit Bond Fund$1M min	1.51%	+4.91%	+7.93%	-1.74%
PBFRX	Victory Pioneer Bond Fund	1.11%	—	—	—
SEATX	TAX-ADVANTAGED INCOME FUND	1.08%	-1.38%	+2.96%	+1.37%
PYMAX	PIMCO High Yield Municipal Bond Fund	0.86%	+1.56%	+6.57%	+1.89%
RFRAX	Columbia Floating Rate Fund	1.01%	+6.28%	+8.67%	+5.93%
DHRAX	DIAMOND HILL CORE BOND FUND	0.76%	+5.32%	+5.79%	-9.28%
VVBVX	Venerable Strategic Bond Fund	0.80%	+4.98%	—	—
CIBRX	Columbia Total Return Bond Fund	0.49%	+7.05%	+7.06%	-0.10%
GILDX	Guggenheim Limited Duration Fund	0.75%	+5.61%	+6.62%	+2.73%
FCSHX	Fidelity Limited Term Municipal Income Fund	1.27%	-0.51%	-5.91%	-9.54%
MAFAX	Abbey Capital Multi-Asset Fund	1.80%	+0.19%	+2.32%	—

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