PLCHX

Active

Aristotle High Yield Bond Fund

Category: US Bond (5,386 funds)

Expense Ratio

1.71%

Annual Cost per $10K

$171.00

30-Year Fee Drag per $10K

$29,175

at 7% annual return

Fund Type

Mutual Fund

Active

Trailing 12-Month

+6.71%

Asset Allocation

US Equity

US Bond

71%

Intl Bond

20%

Cash

Fee Comparison

PLCHX

1.71%

US Bond average

0.76%

US Bond cheapest

ABIMX

0.00%

Index benchmark

0.03%

125% more expensive than category average

Historical Returns

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

+23.66%31 months

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

PLCHX at 1.71%$234,738

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$145,875

Cost vs index fund−$142,686

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
PLCHX	Aristotle High Yield Bond Fund	1.71%	+6.71%	—	—
PIINX	PIMCO Income Fund	1.08%	+9.19%	+8.66%	+4.05%
PTRAX	PIMCO Total Return Fund	0.76%	+6.87%	+6.36%	+0.01%
PGCAX	PIMCO Investment Grade Credit Bond Fund	1.34%	+6.46%	+7.54%	+0.46%
DTBRX	PGIM Total Return Bond Fund	0.75%	+6.16%	+6.55%	+0.03%
JDYRX	PGIM High Yield Fund	0.74%	+8.73%	+8.45%	+4.68%
APDFX	Artisan High Income Fund	0.80%	+9.10%	+10.47%	+6.90%
FGQMX	Fidelity High Income Fund	1.85%	-7.28%	-25.13%	-31.57%
PHYAX	PIMCO High Yield Fund	0.85%	+7.83%	+9.11%	+4.47%
ABNDX	Bond Fund of America	1.04%	+5.29%	+4.96%	-0.25%
OAFIX	Optimum Fixed Income Fund	1.79%	+5.45%	+5.53%	-0.51%
HYSAX	PGIM Short Duration High Yield Income Fund	1.00%	+7.50%	+8.02%	+5.38%
LDLVX	Lord Abbett Short Duration Income Fund	0.32%	+5.74%	+4.94%	+2.70%
BCOSX	Baird Core Plus Bond Fund	0.55%	+5.41%	+6.17%	+0.14%
ACPSX	Invesco Core Plus Bond Fund	0.79%	+3.33%	+3.97%	-0.10%
STYAX	Allspring Core Plus Bond Fund	0.67%	+3.30%	+3.50%	+2.07%
IIBAX	VOYA INTERMEDIATE BOND FUND	1.43%	+5.27%	+6.06%	-0.11%
CMBKX	American Funds Multi-Sector Income Fund	0.70%	+7.28%	+9.22%	+3.57%
LSYAX	Lord Abbett Short Duration High Yield Fund	1.05%	+7.43%	+9.63%	+6.24%
PIPAX	PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged)	1.57%	+21.78%	+19.50%	+15.68%
LBNOX	LORD ABBETT BOND DEBENTURE FUND INC	0.62%	+7.98%	+7.63%	+3.40%
PTCIX	PIMCO Long-Term Credit Bond Fund$1M min	1.51%	+4.91%	+7.93%	-1.74%
BSBSX	Baird Short-Term Bond Fund	0.55%	+5.23%	+5.38%	+2.09%
BCAAX	BrandywineGLOBAL - CORPORATE CREDIT FUND	1.19%	+6.52%	+9.73%	—
WAPSX	Western Asset Core Plus Bond Fund	0.42%	+5.71%	+5.73%	-1.36%
BGHAX	BrandywineGLOBAL - HIGH YIELD FUND	0.89%	+6.64%	+10.53%	—
FBKWX	Fidelity Total Bond Fund	0.75%	+3.99%	+4.27%	+0.57%
GDIAX	Goldman Sachs Short Duration Bond Fund	1.11%	+5.90%	+5.76%	+1.95%
MAFRX	Victory Pioneer Multi-Asset Ultrashort Income Fund	0.58%	—	—	—
VWEAX	VANGUARD HIGH-YIELD CORPORATE FUND	0.22%	+8.45%	+9.43%	+4.79%
BAGSX	Baird Aggregate Bond Fund	0.55%	+5.24%	+5.74%	-0.32%
PGBAX	Diversified Income Fund	1.06%	+6.66%	+7.47%	+4.53%
IHIFX	Macquarie High Income Fund	1.13%	+5.56%	+9.37%	+2.38%
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	0.49%	+8.21%	+8.86%	+4.39%
PSFAX	PIMCO Short-Term Fund	0.73%	+4.88%	+5.59%	+2.99%
FIHAX	Federated Hermes Institutional High Yield Bond Fund	0.75%	+7.20%	—	—
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	0.36%	+4.91%	+5.73%	+3.01%
VPVTRDV	PIMCO Total Return Portfolio	0.79%	+6.71%	+6.40%	-0.03%
JCPPX	JPMorgan Core Plus Bond Fund	1.14%	+3.47%	+3.44%	-0.03%
GIBRX	Guggenheim Total Return Bond Fund	0.49%	+6.52%	+7.11%	+0.66%
HIGFX	American High Income Trust	0.32%	+8.57%	+10.59%	+7.12%
JMTNX	Janus Henderson Multi-Sector Income Fund	0.88%	+9.02%	+9.06%	+3.67%
MRBBX	MFS Total Return Bond Fund	0.60%	+5.35%	+5.64%	-0.40%
GIOSX	Guggenheim Macro Opportunities Fund	0.93%	+7.29%	+9.00%	+4.47%
EIBRX	Eaton Vance Income Fund of Boston	0.66%	+7.89%	+9.49%	+5.83%
CCBFX	Capital Group Central Corporate Bond Fund	—	+3.73%	+4.53%	—
MLMRX	MFS Limited Maturity Fund	1.33%	+5.36%	+5.60%	+2.12%
JSDUX	JPMorgan Short Duration Bond Fund	0.28%	+5.14%	+4.80%	+2.32%
PSTQX	PGIM Short-Term Corporate Bond Fund	0.38%	+6.24%	+6.71%	+2.40%
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	0.04%	+5.84%	+5.44%	+2.21%
PTOAX	PIMCO StocksPLUS Absolute Return Fund	1.35%	+20.28%	+22.41%	+16.13%
PFIAX	PIMCO Low Duration Income Fund	1.21%	+8.83%	+8.12%	+4.32%
LSBNX	Loomis Sayles Bond Fund	0.60%	+8.25%	+8.62%	+3.60%
AHIYX	Invesco High Yield Fund	1.01%	+6.80%	+7.85%	+4.46%
ANBAX	American Funds Strategic Bond Fund	0.31%	+5.38%	+3.74%	-1.00%
LFROX	Lord Abbett Floating Rate Fund	0.54%	+6.93%	+8.70%	+6.88%
PSPAX	PIMCO StocksPLUS Fund	1.10%	+18.65%	+21.50%	+15.76%
JNK	SPDR(R) Bloomberg High Yield Bond ETF	0.40%	+8.58%	+9.85%	+4.80%
NERNX	Loomis Sayles Core Plus Bond Fund	0.39%	+5.79%	+5.96%	+0.19%
GGMPX	Goldman Sachs High Yield Fund	0.98%	+7.96%	+9.55%	+4.57%
PIXAX	PIMCO RAE PLUS Fund	1.39%	+16.28%	+14.98%	+16.01%
LUBOX	Lord Abbett Ultra Short Bond Fund	0.24%	+5.33%	+5.48%	+3.17%
LHYOX	Lord Abbett High Yield Fund	0.63%	+7.34%	+8.03%	+4.37%
USIG	iShares Broad USD Investment Grade Corporate Bond ETF	0.04%	+4.26%	+4.89%	+0.19%
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	0.04%	+5.91%	+6.01%	+0.90%
DCPAX	BNY Mellon Core Plus Fund	1.45%	+6.27%	+6.42%	+0.48%
PLSTX	Aristotle Strategic Income Fund	0.94%	+6.71%	—	—
SSTHX	Allspring Short-Term High Income Fund	0.82%	+5.75%	+6.57%	+3.90%
LGBNX	Loomis Sayles Investment Grade Bond Fund	0.44%	+5.36%	+6.49%	+1.57%
OSTIX	The Osterweis Strategic Income Fund	0.83%	+6.57%	+9.22%	+5.67%
TAIBX	PGIM Core Bond Fund	0.96%	+6.47%	+6.40%	+0.02%
URHIX	Victory High Income Fund	0.79%	+8.35%	+9.88%	+5.75%
PFRIX	PGIM Floating Rate Income Fund	0.80%	+7.48%	+9.03%	+6.96%
TSRSX	Thornburg Strategic Income Fund	0.53%	+6.59%	+7.11%	+3.54%
BUBSX	Baird Ultra Short Bond Fund	0.40%	+4.66%	+5.21%	+3.07%
AFRFX	Invesco Floating Rate ESG Fund	0.72%	+6.67%	+7.92%	+6.47%
FCNQX	Fidelity Conservative Income Bond Fund	0.45%	-4.56%	—	—
JSDCX	JPMorgan Short Duration Core Plus Fund	0.39%	+5.14%	+4.63%	+1.61%
CCHIX	High Yield Fund	0.51%	+5.27%	+8.21%	+4.33%
USHY	iShares Broad USD High Yield Corporate Bond ETF	0.15%	+8.26%	+10.15%	+5.43%
VCOBX	VANGUARD CORE BOND FUND	0.10%	+5.80%	+5.84%	-0.01%
LAUVX	Lord Abbett Income Fund	0.45%	+4.21%	+5.21%	+1.33%
DPLTX	BNY Mellon High Yield Fund	0.95%	+8.25%	+6.43%	+2.96%
FSHGX	Fidelity SAI High Income Fund	0.71%	+9.82%	+10.06%	—
VUBFX	VANGUARD ULTRA-SHORT-TERM BOND FUND	0.20%	+5.03%	+5.34%	+2.94%
CRSAX	Credit Suisse Commodity Return Strategy Fund	0.80%	+13.57%	+2.42%	+11.50%
IIBPX	VOYA INTERMEDIATE BOND PORTFOLIO	0.79%	+5.25%	+6.07%	-0.22%
NRSIX	Neuberger Berman Strategic Income Fund	0.51%	+9.22%	+9.46%	+4.29%
RRNIX	T. Rowe Price New Income Fund, Inc.	1.08%	+2.34%	+1.84%	-1.41%
TSBBX	Nuveen Core Impact Bond Fund	0.51%	+5.12%	+5.57%	-0.29%
BBBMX	BBH Limited Duration Fund	0.35%	+5.63%	+6.69%	+4.01%
FIJWX	Fidelity Short Duration High Income Fund	1.75%	+7.79%	+8.68%	+4.98%
FZOLX	Fidelity SAI Low Duration Bond Fund	0.20%	+5.04%	+5.18%	—
ACCBX	Invesco Corporate Bond Fund	0.41%	+3.66%	+4.66%	+0.44%
LCBPX	Western Asset Corporate Bond Fund	1.19%	+5.99%	+6.78%	-0.02%
AMFNX	Virtus AlphaSimplex Managed Futures Strategy Fund	1.33%	-9.05%	—	—
SPSB	SPDR Portfolio Short Term Corporate Bond ETF	0.04%	+5.73%	+5.85%	+2.51%
MXLMX	Empower Multi-Sector Bond Fund	0.90%	+7.36%	+7.14%	+2.23%
PHYBX	Putnam High Yield Fund	1.28%	+10.70%	+1.06%	+2.85%
MFIWX	MFS Income Fund	0.40%	+6.71%	+7.13%	+1.25%
TRZOX	T. Rowe Price Short-Term Bond Fund, Inc.	0.31%	+5.66%	+4.95%	—

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