PLADX Mutual Fund
PLADX Mutual Fund
PLADX Mutual Fund
Aristotle Short Duration Income Fund Class A
PLADX Mutual Fund Overview
PLADX Mutual Fund (Aristotle Short Duration Income Fund Class A) is managed by Aristotle Funds with $74.3M in net assets. PLADX expense ratio is 0.75%, holding 344 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2012-06-29.
PLADX performance shows a YTD return of 1.07%. The 1-year return is 2.59% and the 5-year return is 2.84%. PLADX dividend yield stands at 4.07%, paid monthly.
PLADX top holdings include Us Treasury N/B 08/30 3.625 (2.3%), Us Bank Mmda - Usbgfs 9 2037-09-01 (2.2%), Us Treas Nts 4.125% 05/31/31 (1.8%), Us Treasury N/B 3.88% 31Jul2030 (1.4%), Us Treasury N/B 3.875 5/15/2029 (1.4%). Go to all PLADX holdings, PLADX sectors, or PLADX dividends.
PLADX can be compared against other funds. Use PLADX overlap to find shared positions, or PLADX vs another fund for a side-by-side view. PLADX alternatives are available via the screener, along with tax-loss harvesting opportunities.