PLDSX Mutual Fund

PLDSX Mutual Fund (Aristotle Short Duration Income Fund Class I2) is managed by Aristotle Funds with $511.7M in net assets. PLDSX expense ratio is 0.49%, holding 344 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2012-06-29.

PLDSX performance shows a YTD return of 1.15%. The 1-year return is 2.77% and the 5-year return is 3.10%. PLDSX dividend yield stands at 4.35%, paid monthly.

PLDSX 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 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.