Aristotle Core Income Fund Class I-2 (PLIDX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PLIDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PLIDX
PLIDX charges 0.55% annually. There are 66 mutual funds in the Intermediate Core-Plus Bond category with lower expense ratios, going as low as 0.16%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | — | Aug 2005 | PLIDX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | PLIDX vs SSASX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | PLIDX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | PLIDX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | — | Sep 2000 | PLIDX vs BCOIX |
Best Risk-Adjusted Alternatives to PLIDX
PLIDX has a PortfoliosLab risk / return rank of 25. There are 31 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 98 | — | Jul 2016 | PLIDX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 94 | — | Jul 2010 | PLIDX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 91 | — | Jul 2010 | PLIDX vs LCTRX | |
| GMO Multi-Sector Fixed Income Fund | 89 | — | Apr 1997 | PLIDX vs GUGAX | |
| MassMutual Diversified Bond Fund | 86 | — | May 1999 | PLIDX vs MDVAX |
Top Performing PLIDX Alternatives (YTD)
PLIDX is at -0.60% YTD. There are 50 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 2.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 2.33% | — | Jul 2016 | PLIDX vs HOBIX | |
| 1290 Diversified Bond Fund | 2.29% | — | Jul 2015 | PLIDX vs TNUIX | |
| MassMutual Diversified Bond Fund | 2.21% | — | May 1999 | PLIDX vs MDVAX | |
| Nuveen Core Plus Impact Fund | 1.87% | — | Apr 2021 | PLIDX vs NPCT | |
| Leader Capital High Quality Income Fund Institutio... | 1.78% | — | Jul 2010 | PLIDX vs LCTIX |
Lowest Volatility Alternatives to PLIDX
PLIDX has 3.50% 1-year volatility. There are 15 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.17%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.17% | — | Jun 2017 | PLIDX vs AMFIX | |
| Archer Income Fund | 1.82% | — | Mar 2011 | PLIDX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.98% | — | Jul 2010 | PLIDX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 2.04% | — | Jul 2010 | PLIDX vs LCTIX | |
| Holbrook Income Fund Class I | 2.05% | — | Jul 2016 | PLIDX vs HOBIX |
Lowest Drawdown Alternatives to PLIDX
PLIDX has a 1-year max drawdown of -2.54%. There are 15 mutual funds in the Intermediate Core-Plus Bond category with shallower 1-year drawdowns, going as shallow as -0.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.51% | — | Jul 2016 | PLIDX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | PLIDX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.00% | — | Apr 1997 | PLIDX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | PLIDX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | PLIDX vs LCTIX |
Other Mutual Funds from Aristotle
The 1 most viewed Aristotle mutual funds shown here include PLFLX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Aristotle Floating Rate Income Fund Class A | Bank Loan | 85 | 1.26% | — | Jun 2011 | PLIDX vs PLFLX |
Compare PLIDX with Any Fund or Stock
Compare PLIDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PLIDX with funds that move differently
Aristotle Core Income Fund Class I-2 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PLIDX.
Explore PLIDX Diversifiers