PLSFX

ActiveMin. $1M

Aristotle Strategic Income Fund

Category: US Bond (5,386 funds)

Expense Ratio
0.69%
Annual Cost per $10K
$69.00
30-Year Fee Drag per $10K
$13,429
at 7% annual return
Fund Type
Mutual Fund
Active · Min: $1M
Trailing 12-Month
+7.08%

Asset Allocation

US Equity
2%
US Bond
79%
Intl Bond
18%
Cash
1%

Fee Comparison

PLSFX
0.69%
US Bond average
0.76%
US Bond cheapest
0.00%
Index benchmark
0.03%

9% cheaper than category average

Historical Returns

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

+22.00%31 months
Compare to

Fee Impact Calculator

$
%
PLSFX at 0.69%$313,468
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$67,145
Cost vs index fund−$63,956

Similar Funds (100)

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

TickerNameER
PLSFXAristotle Strategic Income Fund0.69%
PIINXPIMCO Income Fund1.08%
BCOSXBaird Core Plus Bond Fund0.55%
PTRAXPIMCO Total Return Fund0.76%
CMBKXAmerican Funds Multi-Sector Income Fund0.70%
VFSTXVANGUARD SHORT-TERM INVESTMENT-GRADE FUND0.07%
VFICXVANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND0.20%
BAGSXBaird Aggregate Bond Fund0.55%
GIBRXGuggenheim Total Return Bond Fund0.49%
VWEAXVANGUARD HIGH-YIELD CORPORATE FUND0.22%
VCSHVANGUARD SHORT-TERM CORPORATE BOND INDEX FUND0.06%
FBKWXFidelity Total Bond Fund0.75%
DOXIXDodge & Cox Income Fund0.33%
LDLVXLord Abbett Short Duration Income Fund0.32%
LGBNXLoomis Sayles Investment Grade Bond Fund0.44%
MRBBXMFS Total Return Bond Fund0.60%
TSBBXNuveen Core Impact Bond Fund0.51%
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND0.06%
BSBSXBaird Short-Term Bond Fund0.55%
FIHAXFederated Hermes Institutional High Yield Bond Fund0.75%
MHYSXNYLI MacKay High Yield Corporate Bond Fund0.56%
VCOBXVANGUARD CORE BOND FUND0.10%
ABNDXBond Fund of America1.04%
STYAXAllspring Core Plus Bond Fund0.67%
NERNXLoomis Sayles Core Plus Bond Fund0.39%
VUBFXVANGUARD ULTRA-SHORT-TERM BOND FUND0.20%
NRSIXNeuberger Berman Strategic Income Fund0.51%
PLSTXAristotle Strategic Income Fund0.94%
FSMTXFidelity SAI Total Bond Fund0.29%
VPVTRDVPIMCO Total Return Portfolio0.79%
EIBRXEaton Vance Income Fund of Boston0.66%
BIMSXBaird Intermediate Bond Fund0.55%
GIKRXGuggenheim Limited Duration Fund0.46%
TSRSXThornburg Strategic Income Fund0.53%
FTSMFirst Trust Enhanced Short Maturity ETF0.25%
JDYRXPGIM High Yield Fund0.74%
NHFIXHigh Yield Fixed Income Fund0.61%
BUBSXBaird Ultra Short Bond Fund0.40%
FZOLXFidelity SAI Low Duration Bond Fund0.20%
LQDiShares iBoxx $ Investment Grade Corporate Bond ETF0.14%
HIGFXAmerican High Income Trust0.32%
PBFKXVictory Pioneer Bond Fund0.36%
IUSBiShares Core Universal USD Bond ETF0.06%
JSDUXJPMorgan Short Duration Bond Fund0.28%
WACSXWestern Asset Core Bond Fund0.42%
WAPSXWestern Asset Core Plus Bond Fund0.42%
TAAQXTransamerica Short-Term Bond0.42%
TRZOXT. Rowe Price Short-Term Bond Fund, Inc.0.31%
JCBPXJPMorgan Core Bond Fund1.33%
ACGZXAB Income Fund0.54%
VBSSXVANGUARD SHORT-TERM BOND INDEX FUND
FTHRXFidelity Intermediate Bond Fund0.45%
BBCPXBridge Builder Core Plus Bond Fund0.16%
PHYAXPIMCO High Yield Fund0.85%
FHRRXFranklin High Income Fund0.50%
FBNDFidelity Total Bond ETF0.36%
FRERXFranklin Total Return Fund0.39%
FCBAXFidelity Corporate Bond Fund0.77%
ISIAXVOYA STRATEGIC INCOME OPPORTUNITIES FUND0.62%
CDSRXCalvert Short Duration Income Fund0.45%
FGKNXFranklin Core Plus Bond Fund0.72%
IIBAXVOYA INTERMEDIATE BOND FUND1.43%
HYSAXPGIM Short Duration High Yield Income Fund1.00%
FAFIXFirst American Multi-Manager Fixed-Income Fund$1M min0.60%
DTBRXPGIM Total Return Bond Fund0.75%
GGMPXGoldman Sachs High Yield Fund0.98%
DGCAXNomura Corporate Bond Fund0.79%
PGCAXPIMCO Investment Grade Credit Bond Fund1.34%
FZOMXFidelity SAI Short-Term Bond Fund0.21%
AFRFXInvesco Floating Rate ESG Fund0.72%
VUSBVANGUARD ULTRA-SHORT BOND ETF0.10%
FSIGXFidelity Series Investment Grade Bond Fund0.00%
STABXVictory Pioneer Short Term Income Fund0.73%
ISTBiShares Core 1-5 Year USD Bond ETF0.06%
TRKZXT. Rowe Price High Yield Fund, Inc.0.60%
FLRRXFranklin Low Duration Total Return Fund0.31%
FANCXFidelity Short-Term Bond Fund0.50%
SSTHXAllspring Short-Term High Income Fund0.82%
CCHIXHigh Yield Fund0.51%
TRVZXT. Rowe Price New Income Fund, Inc.0.32%
HFLFXTHE HARTFORD FLOATING RATE FUND0.69%
ERABXEaton Vance Total Return Bond Fund0.43%
BBTBXBridge Builder Core Bond Fund0.12%
LSBNXLoomis Sayles Bond Fund0.60%
VBIIXVANGUARD INTERMEDIATE-TERM BOND INDEX FUND0.15%
SIDCXSIIT INTERMEDIATE DURATION CREDIT FUND0.32%
TBPPXNuveen Core Plus Bond Fund0.45%
DPZRXNomura Diversified Income Fund0.33%
PSJIXShort-Term Income Fund0.63%
JMTNXJanus Henderson Multi-Sector Income Fund0.88%
JGCGXJPMorgan Income Fund0.39%
JCPPXJPMorgan Core Plus Bond Fund1.14%
LFROXLord Abbett Floating Rate Fund0.54%
FTKFXFidelity Total Bond K6 Fund0.30%
MDHEXNYLI MacKay Short Duration High Income Fund0.68%
ACPSXInvesco Core Plus Bond Fund0.79%
APDFXArtisan High Income Fund0.80%
VCRBVANGUARD CORE BOND ETF0.10%
TBBWXNuveen Core Bond Fund0.29%
PLADXAristotle Short Duration Income Fund0.75%
MCBDXMassMutual Premier Core Bond Fund0.78%

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