PLADX Mutual Fund

NAV$10.19

AUM$77M

TER0.75%

Holdings324

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Just $25 once·$99/mo·Download sample

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PLADX Mutual Fund

NAV$10.19

Aristotle Short Duration Income Fund Class A

AUM$77M

TER0.75%

Holdings324

See how much of PLADX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare PLADX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PLADX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PLADX Mutual Fund Overlap Analysis

PLADX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

PLADX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 324 holdings, PLADX may share significant positions with broad-market funds.

PLADX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLADX tax-loss harvesting finds highly correlated but non-identical funds.