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 $76.6M in net assets. PLADX expense ratio is 0.75%, holding 324 positions across sectors including Financials, Industrials, Utilities. Inception date: 2012-06-29.
PLADX performance shows a YTD return of 0.73%. The 1-year return is 3.08% and the 5-year return is 2.79%. PLADX dividend yield stands at 3.73%, paid monthly.
PLADX top holdings include Us Treas Nts 3.5% 03/15/29 (3.3%), JPY Fwd Pur From EUR 4/15/2026 (2.4%), Us Treasury N/B 08/30 3.625 (2.1%), Us Treasury N/B 11/30 3.5 (1.9%), Us Treasury N/B 3.88% 31Jul2030 (1.5%). 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.