PLEDX

ActiveMin. $1M

Aristotle Core Bond Fund

Category: US Bond (5,386 funds)

Expense Ratio
0.48%
Annual Cost per $10K
$48.00
30-Year Fee Drag per $10K
$9,605
at 7% annual return
Fund Type
Mutual Fund
Active · Min: $1M
Trailing 12-Month
+5.14%

Asset Allocation

US Bond
90%
Intl Bond
9%
Cash
1%

Fee Comparison

PLEDX
0.48%
US Bond average
0.76%
US Bond cheapest
0.00%
Index benchmark
0.03%

37% cheaper than category average

Historical Returns

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

+12.62%31 months
Compare to

Fee Impact Calculator

$
%
PLEDX at 0.48%$332,587
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$48,026
Cost vs index fund−$44,838

Similar Funds (100)

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

TickerNameER
PLEDXAristotle Core Bond Fund0.48%
BNDVANGUARD TOTAL BOND MARKET INDEX FUND0.03%
VTBIXVANGUARD TOTAL BOND MARKET II INDEX FUND0.09%
AGGiShares Core U.S. Aggregate Bond ETF0.03%
DOXIXDodge & Cox Income Fund0.33%
BSVVANGUARD SHORT-TERM BOND INDEX FUND0.03%
JBFRXBond Fund0.46%
BIVVANGUARD INTERMEDIATE-TERM BOND INDEX FUND0.03%
TBIIXNuveen Bond Index Fund0.32%
QCBMFXCollege Retirement Equities Fund - Core Bond Account
VIITXVANGUARD INSTITUTIONAL INTERMEDIATE-TERM BOND FUND$100M min0.02%
FUBFXFidelity U.S. Bond Index Fund0.03%
FSIGXFidelity Series Investment Grade Bond Fund0.00%
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND0.06%
VWESXVANGUARD LONG-TERM INVESTMENT-GRADE FUND0.21%
BAGSXBaird Aggregate Bond Fund0.55%
FBNDFidelity Total Bond ETF0.36%
FBKWXFidelity Total Bond Fund0.75%
VCLTVANGUARD LONG-TERM CORPORATE BOND INDEX FUND0.06%
TRVZXT. Rowe Price New Income Fund, Inc.0.32%
PARRXPIMCO Real Return Fund0.75%
FIFZXFidelity Series Bond Index Fund0.00%
IUSBiShares Core Universal USD Bond ETF0.06%
ABNDXBond Fund of America1.04%
JGCGXJPMorgan Income Fund0.39%
JCBPXJPMorgan Core Bond Fund1.33%
UINCXVictory Income Fund0.84%
FBNDXFidelity Investment Grade Bond Fund0.75%
BBTBXBridge Builder Core Bond Fund0.12%
SLDAXSIIT LONG DURATION CREDIT BOND FUND0.37%
LCROXLord Abbett Core Fixed Income Fund0.30%
FSMTXFidelity SAI Total Bond Fund0.29%
UASBXVictory Short-Term Bond Fund0.47%
FFRAXFidelity Advisor Floating Rate High Income Fund0.73%
FAJEXFrost Total Return Bond Fund0.46%
GIBRXGuggenheim Total Return Bond Fund0.49%
TBBWXNuveen Core Bond Fund0.29%
TOTLSPDR DoubleLine Total Return Tactical ETF0.55%
BLVVANGUARD LONG-TERM BOND INDEX FUND0.03%
GVIiShares Intermediate Government/Credit Bond ETF0.20%
DDLDXDoubleLine Low Duration Bond Fund0.70%
SCHZSchwab U.S. Aggregate Bond ETF0.03%
DFCFDimensional Core Fixed Income ETF0.17%
SCOAXSIIT CORE FIXED INCOME FUND0.37%
VCSHVANGUARD SHORT-TERM CORPORATE BOND INDEX FUND0.06%
TESHXNuveen Short Term Bond Index Fund0.32%
JAGBXSelect Bond Trust0.60%
ITBFXTHE HARTFORD TOTAL RETURN BOND FUND0.32%
WACSXWestern Asset Core Bond Fund0.42%
VFICXVANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND0.20%
THRLXThornburg Limited Term Income Fund0.42%
MCFVXMercer Core Fixed Income Fund0.64%
MBFAXAllspring Core Bond Fund0.65%
TIIUXCore Fixed Income Fund0.47%
MXBIXEmpower Bond Index Fund0.50%
DDTRXDoubleLine Total Return Bond Fund0.43%
DDCFXDoubleLine Core Fixed Income Fund0.50%
TCTRXNuveen Short Term Bond Fund0.62%
CRBVXCatholic Responsible Investments Bond Fund0.50%
SWAGXSchwab U.S. Aggregate Bond Index Fund0.04%
MBBiShares MBS ETF0.04%
FLIBXAmerican Funds Inflation Linked Bond Fund0.36%
PBIQXBond Market Index Fund0.40%
DDCPXDoubleline Shiller Enhanced CAPE0.49%
AMUSXU.S. Government Securities Fund0.65%
VISTXVANGUARD INSTITUTIONAL SHORT-TERM BOND FUND$100M min0.02%
STRDXSterling Capital Total Return Bond Fund0.35%
BONDPIMCO Active Bond Exchange-Traded Fund0.54%
EAGGiShares ESG Aware U.S. Aggregate Bond ETF0.10%
LTRHXLord Abbett Total Return Fund0.36%
HIABXHARTFORD TOTAL RETURN BOND HLS FUND0.52%
HTRBHartford Total Return Bond ETF0.29%
BIMSXBaird Intermediate Bond Fund0.55%
MHYSXNYLI MacKay High Yield Corporate Bond Fund0.56%
OWFIXOld Westbury Fixed Income Fund0.57%
VVBVXVenerable Strategic Bond Fund0.80%
SPABSPDR Portfolio Aggregate Bond ETF0.03%
FNSOXFidelity Short-Term Bond Index Fund0.03%
AIBAXIntermediate Bond Fund of America0.65%
NTAUXTax-Advantaged Ultra-Short Fixed Income Fund0.26%
JIGBXInvestment Grade Bond Fund0.38%
JCPPXJPMorgan Core Plus Bond Fund1.14%
UIITXVictory Core Plus Intermediate Bond Fund0.41%
NEARiShares Short Duration Bond Active ETF0.25%
SCHISchwab 5-10 Year Corporate Bond ETF0.03%
thopxThompson Bond Fund0.74%
PYLDXPayden Low Duration Fund0.38%
FTKFXFidelity Total Bond K6 Fund0.30%
CUSOXColumbia Ultra Short Term Bond Fund0.44%
MIBDXBNY Mellon Bond Fund0.58%
VWLUXVANGUARD LONG-TERM TAX-EXEMPT FUND0.09%
SUBTXCarillon Reams Unconstrained Bond Fund0.50%
ACBPXDiversified Bond Fund0.01%
BKLNInvesco Senior Loan ETF0.65%
VFIIXVANGUARD GNMA FUND0.21%
CCBFXCapital Group Central Corporate Bond Fund
SRLNSPDR Blackstone Senior Loan ETF0.70%
VWALXVANGUARD HIGH-YIELD TAX-EXEMPT FUND0.09%
FIXDFirst Trust Smith Opportunistic Fixed Income ETF0.65%
NOBOXBond Index Fund0.07%
TRKZXT. Rowe Price High Yield Fund, Inc.0.60%

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