Aristotle Core Income Fund Class I (PLIIX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 0.89: the stock has moved about 11% less than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerAristotle Core Income Fund Class I (PLIIX) trades at $9.15. Aristotle Core Income Fund Class I (PLIIX) focuses on income-producing debt instruments, primarily investment-grade. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for PLIIX: PLIIX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Aristotle Core Income Fund Class I (PLIIX) Financial Services Profile
Aristotle Core Income Fund Class I (PLIIX) is an income-focused fund managing $3.23 billion in assets, primarily investing in investment-grade debt instruments. With a beta of 0.89, it offers exposure to corporate, government, and mortgage-related securities, while allocating up to 40% to non-investment grade debt for enhanced yield in the asset management sector.
What Is the Investment Thesis for PLIIX?
With $3.23 billion in assets under management, the fund's focus on income-producing debt instruments provides a stable foundation. A key value driver is the fund's ability to allocate up to 40% of its assets to non-investment grade debt, potentially enhancing yield in a low-interest-rate environment. The fund's beta of 0.89 suggests lower volatility compared to the broader market, making it a noteworthy option for risk-averse investors. Growth catalysts include increased demand for fixed-income investments and the fund's active management approach, allowing it to capitalize on market inefficiencies. Potential risks include credit risk associated with non-investment grade debt and interest rate sensitivity, which could impact the fund's performance in a rising rate environment.
Based on FMP financials and quantitative analysis
PLIIX Key Highlights
The fund invests principally in income producing debt instruments, providing a steady income stream for investors.
- At least 60% of the fund's assets are invested in investment grade debt instruments, ensuring a relatively stable and secure portfolio.
- Up to 40% of the fund's assets may be invested in non-investment grade debt instruments, offering the potential for higher yields.
- The fund's investments include corporate debt securities, asset-backed securities, mortgage-related securities, U.S. government securities and agency securities, providing diversification across various sectors.
- The fund has a beta of 0.89, indicating lower volatility compared to the overall market.
Who Are PLIIX's Competitors?
PLIIX is benchmarked below against 6 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| CDICX Calvert Short Duration Income Fund Class C | $15.30 | -0.13% | $2.83B | — |
| CGIIX Calamos Growth & Income Fund Institutional Class | $56.55 | +0.77% | $3.60B | — |
| CVTCX Calamos Growth & Income Fund Class C | $59.41 | +0.75% | $3.55B | — |
| CVTRX Calamos Growth & Income Fund Class A | $59.90 | +0.76% | $3.49B | — |
| FSHGX Fidelity SAI High Income | $9.18 | +0.22% | $2.77B | — |
| EICA Eagle Point Income Company Inc. | $25.00 | +0.04% | $234M | 36 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are PLIIX's Key Strengths?
Diversified portfolio of income-producing debt instruments.
- Experienced investment management team.
- Flexibility to invest in both investment-grade and non-investment grade debt.
- Strong focus on risk management.
What Are PLIIX's Weaknesses?
Exposure to credit risk from non-investment grade debt.
- Sensitivity to interest rate changes.
- Dependence on active management expertise.
- Lack of dividend payments may deter some investors.
What Are the Key Risks for PLIIX?
Credit risk associated with non-investment grade debt investments.
- Interest rate risk could negatively impact the fund's performance.
- Market volatility and economic uncertainty.
- Competition from other asset managers.
What Threats Does PLIIX Face?
- Rising interest rates.
- Economic downturn and credit defaults.
- Increased competition from other asset managers.
- Regulatory changes.
What Are PLIIX's Competitive Advantages?
- Established track record in income investing.
- Experienced investment management team.
- Diversified portfolio of debt securities.
What Does PLIIX Do?
Aristotle Core Income Fund Class I is an actively managed fund focused on generating current income through strategic investments in the debt market. The fund primarily invests in income-producing debt instruments, with a significant allocation to investment-grade securities. These include corporate debt, asset-backed securities, mortgage-related securities, and U.S. government and agency securities. Founded with the objective of providing consistent income to investors, the fund has evolved to incorporate a flexible approach to debt investing, allowing for tactical allocations based on market conditions and opportunities. PLIIX maintains a diversified portfolio across various sectors and credit qualities, with the flexibility to invest up to 40% of its assets in non-investment grade debt, also known as high-yield or junk bonds, and floating rate senior loans. This allocation allows the fund to enhance its yield potential while carefully managing credit risk. The fund's investment strategy involves rigorous credit analysis, sector allocation, and duration management to optimize risk-adjusted returns. Aristotle Core Income Fund Class I is managed by experienced investment professionals who employ a disciplined approach to security selection and portfolio construction. The fund is available to investors seeking a reliable source of income with a focus on capital preservation.
What Products and Services Does PLIIX Offer?
- Invests in income-producing debt instruments.
- Allocates at least 60% of assets to investment-grade debt.
- May invest up to 40% of assets in non-investment grade debt.
- Invests in corporate debt securities.
- Invests in asset-backed securities.
- Invests in mortgage-related securities.
- Invests in U.S. government and agency securities.
How Does PLIIX Make Money?
- Generates income through interest payments from debt securities.
- Actively manages portfolio to optimize risk-adjusted returns.
- Earns management fees based on assets under management.
What Industry Does PLIIX Operate In?
Aristotle Core Income Fund Class I operates within the asset management industry, specifically focusing on income-oriented strategies. The industry is characterized by increasing demand for fixed-income products, driven by aging demographics and a low-interest-rate environment. The competitive landscape includes firms like CDICX, CGIIX, CVTCX, CVTRX, and FSHGX, each offering various income-focused funds. PLIIX differentiates itself through its strategic allocation between investment-grade and non-investment grade debt, aiming to optimize risk-adjusted returns. The asset management industry is expected to continue growing, driven by increasing wealth and the need for retirement income solutions.
Who Are PLIIX's Key Customers?
- Individual investors seeking income.
- Institutional investors seeking fixed-income exposure.
- Retirement plans and endowments.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
PLIIX Financials
Bull Case vs Bear Case
Bull Case
- Diversified portfolio of income-producing debt instruments.
- Experienced investment management team.
- Flexibility to invest in both investment-grade and non-investment grade debt.
- Strong focus on risk management.
Bear Case
- Exposure to credit risk from non-investment grade debt.
- Sensitivity to interest rate changes.
- Dependence on active management expertise.
- Lack of dividend payments may deter some investors.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
PLIIX Latest News
No recent news available for PLIIX.
PLIIX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for PLIIX.
Price Targets
Wall Street price target analysis for PLIIX.
PLIIX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for PLIIX; grades run from A+ (80-100) to F (below 30).
PLIIX Financials Stock FAQ
How sensitive is PLIIX to interest rate changes?
PLIIX's performance is sensitive to changes in interest rates. As a fixed-income fund, its net asset value (NAV) can be negatively impacted by rising interest rates, as bond prices typically decline when rates increase.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- More detailed analysis will be available upon completion.