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 $530.6M in net assets. PLDSX expense ratio is 0.49%, holding 324 positions across sectors including Other, Financials, Industrials. Inception date: 2012-06-29.
PLDSX performance shows a YTD return of -1.65%. The 1-year return is 3.48% and the 5-year return is 3.06%. PLDSX dividend yield stands at 3.97%, 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 3.5 11/30/2030 3.5 2030-11-30 (1.9%), Treasury Note (Otr) 3.88% Jul 31, 2030 (1.5%). View all PLDSX holdings, sector breakdown, or dividend history.
PLDSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PLDSX alternatives are available via the screener, along with tax-loss harvesting opportunities.