PLNCX

Active

Aristotle Core Income Fund

Category: US Bond (5,386 funds)

Expense Ratio
1.60%
Annual Cost per $10K
$160.00
30-Year Fee Drag per $10K
$27,681
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+4.34%

Asset Allocation

US Equity
1%
US Bond
85%
Intl Bond
13%
Cash
2%

Fee Comparison

PLNCX
1.60%
US Bond average
0.76%
US Bond cheapest
0.00%
Index benchmark
0.03%

111% more expensive than category average

Historical Returns

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

+11.28%31 months
Compare to

Fee Impact Calculator

$
%
PLNCX at 1.60%$242,208
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$138,405
Cost vs index fund−$135,216

Similar Funds (100)

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

TickerNameER
PLNCXAristotle Core Income Fund1.60%
VBTSXVANGUARD TOTAL BOND MARKET INDEX FUND
JCBPXJPMorgan Core Bond Fund1.33%
ABNDXBond Fund of America1.04%
PIINXPIMCO Income Fund1.08%
FBKWXFidelity Total Bond Fund0.75%
BAGSXBaird Aggregate Bond Fund0.55%
IIBAXVOYA INTERMEDIATE BOND FUND1.43%
DOXIXDodge & Cox Income Fund0.33%
QCBMFXCollege Retirement Equities Fund - Core Bond Account
JCPPXJPMorgan Core Plus Bond Fund1.14%
PCRRXPIMCO CommodityRealReturn Strategy Fund1.25%
CCBFXCapital Group Central Corporate Bond Fund
GAKPXGoldman Sachs Core Fixed Income Fund1.46%
GIBRXGuggenheim Total Return Bond Fund0.49%
BCOSXBaird Core Plus Bond Fund0.55%
PTRAXPIMCO Total Return Fund0.76%
FBNDXFidelity Investment Grade Bond Fund0.75%
FFRAXFidelity Advisor Floating Rate High Income Fund0.73%
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND0.06%
UINCXVictory Income Fund0.84%
VBISXVANGUARD SHORT-TERM BOND INDEX FUND0.15%
CMBKXAmerican Funds Multi-Sector Income Fund0.70%
VFICXVANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND0.20%
VBLTXVANGUARD LONG-TERM BOND INDEX FUND
MHYSXNYLI MacKay High Yield Corporate Bond Fund0.56%
FBNDFidelity Total Bond ETF0.36%
FSMTXFidelity SAI Total Bond Fund0.29%
BIMSXBaird Intermediate Bond Fund0.55%
ANGLXAngel Oak Multi-Strategy Income Fund1.64%
VBIIXVANGUARD INTERMEDIATE-TERM BOND INDEX FUND0.15%
VCSHVANGUARD SHORT-TERM CORPORATE BOND INDEX FUND0.06%
JBFRXBond Fund0.46%
TRVZXT. Rowe Price New Income Fund, Inc.0.32%
JAFLXJanus Henderson Flexible Bond Portfolio$1M min0.82%
PLIAXAristotle Core Income Fund0.85%
WACSXWestern Asset Core Bond Fund0.42%
BFCAXAmerican Funds Corporate Bond Fund1.48%
LGBNXLoomis Sayles Investment Grade Bond Fund0.44%
FIHAXFederated Hermes Institutional High Yield Bond Fund0.75%
TSRSXThornburg Strategic Income Fund0.53%
PTCIXPIMCO Long-Term Credit Bond Fund$1M min1.51%
DDLDXDoubleLine Low Duration Bond Fund0.70%
IUSBiShares Core Universal USD Bond ETF0.06%
MWCPXTCW METWEST UNCONSTRAINED BOND FUND0.89%
PARRXPIMCO Real Return Fund0.75%
JGCGXJPMorgan Income Fund0.39%
TRKZXT. Rowe Price High Yield Fund, Inc.0.60%
WACIXWestern Asset Core Plus Bond Fund0.79%
TBIIXNuveen Bond Index Fund0.32%
HIGFXAmerican High Income Trust0.32%
PTFAXPIMCO RAE Fundamental Advantage PLUS Fund1.73%
JADFXJanus Henderson Flexible Bond Fund0.83%
VWESXVANGUARD LONG-TERM INVESTMENT-GRADE FUND0.21%
DCPAXBNY Mellon Core Plus Fund1.45%
JDYRXPGIM High Yield Fund0.74%
TBBWXNuveen Core Bond Fund0.29%
BBTBXBridge Builder Core Bond Fund0.12%
BONDPIMCO Active Bond Exchange-Traded Fund0.54%
FSMMXFS Multi-Strategy Alternatives Fund1.99%
MRBBXMFS Total Return Bond Fund0.60%
DDCFXDoubleLine Core Fixed Income Fund0.50%
APECXColumbia High Yield Bond Fund0.98%
PLFLXAristotle Floating Rate Income Fund1.05%
HYLSFirst Trust Tactical High Yield ETF1.05%
PLSTXAristotle Strategic Income Fund0.94%
BKLNInvesco Senior Loan ETF0.65%
ACHFXHigh Income Fund0.68%
TBPPXNuveen Core Plus Bond Fund0.45%
THRLXThornburg Limited Term Income Fund0.42%
BICCXSterling Capital Total Return Bond Fund1.45%
GIKRXGuggenheim Limited Duration Fund0.46%
SRLNSPDR Blackstone Senior Loan ETF0.70%
MXEWXEmpower Core Strategies: Flexible Bond Fund0.80%
TSBBXNuveen Core Impact Bond Fund0.51%
MDHEXNYLI MacKay Short Duration High Income Fund0.68%
FTKFXFidelity Total Bond K6 Fund0.30%
STYAXAllspring Core Plus Bond Fund0.67%
BRMSXBramshill Income Performance Fund$1M min1.44%
PSJIXShort-Term Income Fund0.63%
FGKNXFranklin Core Plus Bond Fund0.72%
BSBSXBaird Short-Term Bond Fund0.55%
VCFAXVOYA SECURITIZED CREDIT FUND1.00%
CNLEXAmerican Funds Inflation Linked Bond Fund0.89%
EIBRXEaton Vance Income Fund of Boston0.66%
FTHRXFidelity Intermediate Bond Fund0.45%
HYSAXPGIM Short Duration High Yield Income Fund1.00%
CEAMXShort-Term Bond Fund of America0.88%
PGCAXPIMCO Investment Grade Credit Bond Fund1.34%
PHYAXPIMCO High Yield Fund0.85%
MCIFXMiller Convertible Bond Fund1.02%
CHIAXCredit Suisse Floating Rate High Income Fund0.95%
RFRAXColumbia Floating Rate Fund1.01%
FAJEXFrost Total Return Bond Fund0.46%
SEATXTAX-ADVANTAGED INCOME FUND1.08%
BUBSXBaird Ultra Short Bond Fund0.40%
CBORXCalvert Bond Fund0.46%
ICMUXIntrepid Income Fund$1M min1.01%
LTRHXLord Abbett Total Return Fund0.36%
VPVTRDVPIMCO Total Return Portfolio0.79%
SIDCXSIIT INTERMEDIATE DURATION CREDIT FUND0.32%

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