PLDHX Mutual Fund

NAV$9.86

AUM$10,123.7

TER0.40%

Holdings324

PLDHX Mutual Fund

NAV$9.86

Aristotle Short Duration Income Fund Class H

AUM$10,123.7

TER0.40%

Holdings324

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Holdings Overlap Analysis

Compare PLDHX 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 PLDHX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PLDHX Mutual Fund Overlap Analysis

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

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

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