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Aristotle Ultra Short Income I-2 (PLUDX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
9.880.00 (0.00%)
At close: 08:00PM EDT

Aristotle Ultra Short Income I-2

Newport Beach CA 92660

700 Newport Center Drive Post Offfice Box 7500

Pacific Funds

(800) 722-2333
Management Information
,Lead Manager since June 27, 2019
Mr. Weismiller is managing director and portfolio manager of Pacific Asset Management since 2007. Mr. Weismiller is the co-portfolio manager on Pacific Asset Management’s core plus and investment grade bond strategies. Joined Pacific Life in June 2002 and was a former member of Pacific Life’s credit research team and was responsible for fixed income and leveraged loan credit analysis. Prior to joining Pacific Life, Mr. Weismiller was with Comerica Bank, where he was a Commercial Banking Officer responsible for investing in a portfolio of leveraged loans. He has a BA from the University of California, Santa Barbara and an MBA from the University of California, Irvine.He began his investment career in 1997 .
Morningstar Style Box
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Morningstar Category
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Fund Overview

CategoryUltrashort Bond
Fund FamilyAristotle Funds
Net Assets52.37M
YTD Return3.93%
Morningstar Rating★★★★
Inception DateJun 27, 2019

Fund Operations

Last Dividend0.31
Last Cap Gain0.00
Holdings Turnover51.00%
Average for CategoryN/A

Fees & Expenses

ExpensePLUDXCategory Average
Annual Report Expense Ratio (net)0.32%0.44%
Prospectus Net Expense Ratio0.32%N/A
Prospectus Gross Expense Ratio0.32%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A2.59%
Max Deferred Sales LoadN/A1.21%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A