PLADX Mutual Fund

NAV$10.15

AUM$78M

TER0.75%

Holdings324

PLADX Mutual Fund

NAV$10.15

Aristotle Short Duration Income Fund Class A

AUM$78M

TER0.75%

Holdings324

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Holdings Overlap Analysis

Compare PLADX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PLADX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PLADX Mutual Fund Overlap Analysis

PLADX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

PLADX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 324 holdings, PLADX may share significant positions with broad-market funds.

PLADX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLADX tax-loss harvesting finds highly correlated but non-identical funds.