PLDHX Mutual Fund
PLDHX Mutual Fund
NAV$9.87
AUM$15,586.79
TER0.40%
Holdings324
See how much of PLDHX you already own
PLDHX Mutual Fund
NAV$9.87
Aristotle Short Duration Income Fund Class H
AUM$15,586.79
TER0.40%
Holdings324
See how much of PLDHX you already own
PLDHX Mutual Fund Overlap Analysis
PLDHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PLDHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 324 holdings, PLDHX may share significant positions with broad-market funds.
PLDHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLDHX tax-loss harvesting finds highly correlated but non-identical funds.