PLDSX Mutual Fund
PLDSX Mutual Fund
PLDSX Mutual Fund
Aristotle Short Duration Income Fund Class I2
PLDSX Mutual Fund Overview
PLDSX Mutual Fund (Aristotle Short Duration Income Fund Class I2) is managed by Aristotle Funds with $530.4M in net assets. PLDSX expense ratio is 0.49%, holding 324 positions across sectors including Financials, Industrials, Utilities. Inception date: 2012-06-29.
PLDSX performance shows a YTD return of 0.79%. The 1-year return is 3.26% and the 5-year return is 3.02%. PLDSX dividend yield stands at 3.98%, paid monthly.
PLDSX top holdings include Us Treas Nts 3.5% 03/15/29 (3.3%), Us Bank Mmda - Usbgfs 9 (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 PLDSX holdings, PLDSX sectors, or PLDSX dividends.
PLDSX can be compared against other funds. Use PLDSX overlap to find shared positions, or PLDSX vs another fund for a side-by-side view. PLDSX alternatives are available via the screener, along with tax-loss harvesting opportunities.