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Aristotle Core Income Fund Class I-2 (PLIDX)

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9.64 +0.06    +0.63%
15/05 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 1.65B
Pacific Funds Core Income Adv 9.64 +0.06 +0.63%

PLIDX Overview

 
On this page you'll find an in-depth profile of Aristotle Core Income Fund Class I-2. Learn about the key management, total assets, investment strategy and contact information of PLIDX among other information.
Category

Intermediate Core-Plus Bond

Total Assets

1.65B

Expenses

0.55%

Inception Date

41089

Contact Information

Address P.O. Box 2175
Milwaukee,WI 53201-2175
United States
Phone -

Top Executives

Name Title Since Until
Ying Qiu Managing Director 2021 Now
Biography Managing Director and Portfolio Manager of Aristotle Pacific Capital, LLC. Ms. Qiu is a CoPortfolio Manager on various investment grade portfolios and has credit research responsibilities focusing on asset-backed securities ("ABS"). Prior to Aristotle Pacific, Ms. Qiu was Managing Director and Portfolio Manager of Pacific Asset Management since 2016. Prior to joining Pacific Asset Management, Ms. Qiu was a Senior Vice President, Portfolio Manager and Trader for both investment grade corporate and ABS with PIMCO since 2008. Ms. Qiu began her investment career in 1997 and has a BA from Renmin University of China and an MBA from the Emory University. She is a CFA® charterholder.
Brian M. Robertson Managing Director 2016 Now
Biography Senior Managing Director and Portfolio Manager of Aristotle Pacific Capital, LLC since 2023. Mr. Robertson also provides research and analysis of investments in the forest products, paper and packaging sectors. Prior to Aristotle Pacific, Mr. Robertson was Managing Director of Pacific Asset Management since 2012 and Portfolio Manager of Pacific Asset Management since 2008. He began his investment career in 2003 and has a BA from the University of Michigan. He is a CFA® charterholder.
Michael Marzouk Managing Director 2016 Now
Biography Senior Managing Director and Portfolio Manager of Aristotle Pacific Capital, LLC since 2023. Mr. Marzouk is a Portfolio Manager to Aristotle Pacific’s corporate (bank) loan strategy. Prior to Aristotle Pacific, Mr. Marzouk was Managing Director and Portfolio Manager of Pacific Asset Management since 2007. He began his investment career in 1997 and has a BA from the University of California, Los Angeles and an MBA from the Anderson School of Management. He is a CFA® charterholder.
David Weismiller Managing Director 2010 Now
Biography Senior Managing Director and Portfolio Manager of Aristotle Pacific Capital, LLC since 2023. Mr. Weismiller is the Lead Portfolio Manager for the Short Duration, Core Plus and Investment Grade Strategies. As the Lead Portfolio Manager, he has final authority over all aspects of the Fund’s portfolio, including security selection sector allocation and risk positioning. In addition, Mr. Weismiller covers the utilities sector. Prior to Aristotle Pacific, Mr. Weismiller was Managing Director and Portfolio Manager of Pacific Asset Management since 2007. He began his investment career in 1997 and has a BA from the University of California, Santa Barbara and an MBA from the University of California, Irvine. He is a CFA® charterholder.
Jason R. Rosiak Senior Managing Director, Portfolio Manager 2010 2016
Biography Rosiak is a senior managing director and portfolio manager of Pacific Asset Management since 2007. He has responsibility for overseeing Pacific Asset Management’s portfolio management activities. Prior to Pacific, he was an executive director of UBS Investment Bank from 2006 to 2007 and senior vice president of PIMCO serving as a leveraged loan portfolio manager and head of high yield trading from 1996 to 2005. He has a BA from the University of California, Los Angeles and an MBA from the University of Southern California.
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