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9.53
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22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 2.02B
Pacific Funds Floating Rate Income Adv
9.53
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- Overview
- Profile
- Historical Data
- Holdings
Aristotle Floating Rate Income Fund Class I-2 Overview
On this page you'll find an in-depth profile of Aristotle Floating Rate Income Fund Class I-2. Learn about the key management, total assets, investment strategy and contact information of PLFDX among other information.
Investment Strategy
The investment seeks a high level of current income. The fund invests principally in income producing floating rate loans and floating rate debt securities. Under normal circumstances, it invests at least 80% of its assets in floating rate loans and floating rate debt securities. The fund may invest up to 25% of its assets in U.S. dollar denominated foreign investments, principally in developed markets. It may invest up to 20% of its assets in other types of debt instruments or securities including non-investment grade (high yield/high risk, sometimes called "junk bonds") debt instruments.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Michael Marzouk | Managing Director | 2011 | 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. | ||
| J.P. Leasure | Senior Managing Director | 2011 | Now |
| Biography | Senior Managing Director and Portfolio Manager of Aristotle Pacific Capital, LLC since 2023. In addition to serving as a Portfolio Manager to Aristotle Pacific’s corporate (bank) loan strategy, Mr. Leasure has responsibility for overseeing REITs. Prior to Aristotle Pacific, Mr. Leasure was Senior Managing Director and Portfolio Manager of Pacific Asset Management since 2007. He began his investment career in 1995 and has a BA from the University of California, Los Angeles and an MBA from Columbia University. | ||
| Jason R. Rosiak | Senior Managing Director, Portfolio Manager | 2011 | 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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