PLADX Mutual Fund
PLADX Mutual Fund
Aristotle Short Duration Income Fund Class A
PLADX Mutual Fund Overview
PLADX Mutual Fund (Aristotle Short Duration Income Fund Class A) is managed by Aristotle Funds with $78.0M in net assets. PLADX expense ratio is 0.75%, holding 324 positions across sectors including Other, Financials, Industrials. Inception date: 2012-06-29.
PLADX performance shows a YTD return of -1.55%. The 1-year return is 3.20% and the 5-year return is 2.80%. PLADX dividend yield stands at 3.73%, paid monthly.
PLADX top holdings include Us Treas Nts 3.5% 03/15/29 (3.3%), Morgan Stanley Sr Unsecured 10/31 Var (2.4%), Us Treasury N/B 08/30 3.625 (2.1%), Us Treasury N/B 3.5 11/30/2030 3.5 2030-11-30 (1.9%), Treasury Note (Otr) 3.88% Jul 31, 2030 (1.5%). View all PLADX holdings, sector breakdown, or dividend history.
PLADX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PLADX alternatives are available via the screener, along with tax-loss harvesting opportunities.