PLDSX Mutual Fund
PLDSX Mutual Fund
NAV$10.18
AUM$530M
TER0.49%
Holdings324
See how much of PLDSX you already own
PLDSX Mutual Fund
NAV$10.18
Aristotle Short Duration Income Fund Class I2
AUM$530M
TER0.49%
Holdings324
See how much of PLDSX you already own
PLDSX Mutual Fund Overlap Analysis
PLDSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PLDSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 324 holdings, PLDSX may share significant positions with broad-market funds.
PLDSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLDSX tax-loss harvesting finds highly correlated but non-identical funds.