PLSDX Mutual Fund
PLSDX Mutual Fund
NAV$10.07
AUM$269M
TER0.39%
Holdings324
See how much of PLSDX you already own
PLSDX Mutual Fund
NAV$10.07
Aristotle Short Duration Income Fund Class I
AUM$269M
TER0.39%
Holdings324
See how much of PLSDX you already own
PLSDX Mutual Fund Overlap Analysis
PLSDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PLSDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 324 holdings, PLSDX may share significant positions with broad-market funds.
PLSDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLSDX tax-loss harvesting finds highly correlated but non-identical funds.