{
  "page": "compare",
  "query": {
    "a": "PLSDX",
    "b": "PLUAX"
  },
  "retrieved_at": "2026-07-07T15:45:58+00:00",
  "disclaimer": "Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them.",
  "attribution": "Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC.",
  "terms": {
    "notice": "Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed.",
    "url": "https://fundwatcher.app/terms/"
  },
  "fund_a": {
    "name": "Aristotle Short Duration Income Fund",
    "ticker": "PLSDX",
    "slug": "PLSDX",
    "series_id": "S000080057",
    "html_url": "https://fundwatcher.app/funds/PLSDX/"
  },
  "fund_b": {
    "name": "Aristotle Ultra Short Income Fund",
    "ticker": "PLUAX",
    "slug": "PLUAX",
    "series_id": "S000080060",
    "html_url": "https://fundwatcher.app/funds/PLUAX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.1295117435149148146928143678",
    "coverage_b_by_a": "0.1295117435149148146928143680",
    "shared_count": 48,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "US TREASURY N/B",
        "value": "32709961.02",
        "weight": "0.03213008",
        "shared": false
      },
      {
        "name": "US BANK MMDA - USBGFS 9",
        "value": "23552636.28",
        "weight": "0.02313510",
        "shared": true
      },
      {
        "name": "US TREASURY N/B",
        "value": "20793864.23",
        "weight": "0.02042523",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "19118211.96",
        "weight": "0.01877929",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "14976855.45",
        "weight": "0.01471135",
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      },
      {
        "name": "MONEYMKT",
        "value": "13573029.80",
        "weight": "0.01333241",
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      },
      {
        "name": "NAVSL 2021-CA A 144A 1.06% 10-15-69",
        "value": "10789776.38",
        "weight": "0.01059850",
        "shared": true
      },
      {
        "name": "Magnetite XXIII Ltd",
        "value": "10486108.50",
        "weight": "0.01030021",
        "shared": true
      },
      {
        "name": "PUBLIC SERVICE",
        "value": "10325906.90",
        "weight": "0.01014285",
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      },
      {
        "name": "MORGAN STANLEY",
        "value": "10092963.00",
        "weight": "0.00991404",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "9923437.50",
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      },
      {
        "name": "BOOZ ALLEN HAMILTON INC REGD 144A P/P 3.87500000",
        "value": "9402584.98",
        "weight": "0.00923590",
        "shared": true
      },
      {
        "name": "DTE ENERGY CO",
        "value": "9025704.16",
        "weight": "0.00886570",
        "shared": false
      },
      {
        "name": "VENTURE GLOBAL CALCASIEU SR SECURED 144A 08/29 3.875",
        "value": "8986892.36",
        "weight": "0.00882757",
        "shared": false
      },
      {
        "name": "WELLS FARGO CO",
        "value": "8921650.59",
        "weight": "0.00876349",
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      },
      {
        "name": "TRANSDIGM TERM J 1LN 02/28/2031",
        "value": "7933873.00",
        "weight": "0.00779322",
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      },
      {
        "name": "BANK OF AMER CRP",
        "value": "6905516.78",
        "weight": "0.00678310",
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      },
      {
        "name": "Bravo Residential Funding Trust 2025-NQM9",
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      },
      {
        "name": "VICI PROPERTIES LP SR UNSECURED 04/28 4.75",
        "value": "6858260.83",
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      },
      {
        "name": "JPMORGAN CHASE",
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      },
      {
        "name": "GOLDMAN SACHS GP",
        "value": "6500806.07",
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      },
      {
        "name": "NORDSON CORP",
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      },
      {
        "name": "NAVIENT STUDENT LOAN TRUST NAVSL 2020 EA A 144A",
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      },
      {
        "name": "Salesforce Inc",
        "value": "6163703.74",
        "weight": "0.00605443",
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      },
      {
        "name": "WELLS FARGO CO",
        "value": "6153548.97",
        "weight": "0.00604446",
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      },
      {
        "name": "MICROCHIP TECH",
        "value": "6038152.14",
        "weight": "0.00593111",
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      },
      {
        "name": "Aspen Insurance Holdings Ltd 5.75 07/01/2030",
        "value": "5934918.56",
        "weight": "0.00582970",
        "shared": false
      },
      {
        "name": "LPL HOLDINGS INC",
        "value": "5905406.99",
        "weight": "0.00580072",
        "shared": true
      },
      {
        "name": "AOMT 2026-2 4.684% 02/25/2071 144A",
        "value": "5881035.04",
        "weight": "0.00577678",
        "shared": false
      },
      {
        "name": "HYUNDAI CAPITAL AMERICA REGD 144A P/P 4.87500000",
        "value": "5625498.48",
        "weight": "0.00552577",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "5605917.96",
        "weight": "0.00550654",
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      },
      {
        "name": "Palmer Square Loan Funding 2025-3 Ltd",
        "value": "5593530.56",
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      },
      {
        "name": "JPMORGAN CHASE",
        "value": "5563154.10",
        "weight": "0.00546453",
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      },
      {
        "name": "FEDEX FREIGHT HO",
        "value": "5484765.63",
        "weight": "0.00538753",
        "shared": false
      },
      {
        "name": "MORGAN STANLEY",
        "value": "5437313.75",
        "weight": "0.00534092",
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      },
      {
        "name": "Fidelity National Information Services Inc",
        "value": "5425668.42",
        "weight": "0.00532948",
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      },
      {
        "name": "CONCENTRIX CORP",
        "value": "5351484.55",
        "weight": "0.00525661",
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      },
      {
        "name": "Neuberger Berman Loan Advisers Clo 43 Ltd",
        "value": "5251555.05",
        "weight": "0.00515846",
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      },
      {
        "name": "AM AIRLIN 16-3 A",
        "value": "5237531.95",
        "weight": "0.00514468",
        "shared": true
      },
      {
        "name": "ATWALD 4.625 11/15/28",
        "value": "5172296.22",
        "weight": "0.00508060",
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      },
      {
        "name": "BNP Paribas",
        "value": "5169343.25",
        "weight": "0.00507770",
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      },
      {
        "name": "EATON CORP",
        "value": "5149421.99",
        "weight": "0.00505813",
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      },
      {
        "name": "CONSTL ENRGY GEN",
        "value": "5035613.47",
        "weight": "0.00494634",
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      },
      {
        "name": "Ellucian Holdings, Inc., First Lien Term Loan B1",
        "value": "5016435.86",
        "weight": "0.00492750",
        "shared": false
      },
      {
        "name": "SDART 2025-1 B",
        "value": "5013547.50",
        "weight": "0.00492467",
        "shared": false
      },
      {
        "name": "J.P. Morgan Mortgage Trust, Series 2025-NQM5, Class A1A",
        "value": "4987586.80",
        "weight": "0.00489917",
        "shared": false
      },
      {
        "name": "BROADCOM INC",
        "value": "4900087.49",
        "weight": "0.00481322",
        "shared": false
      },
      {
        "name": "AM AIRLN 15-2 AA",
        "value": "4882457.46",
        "weight": "0.00479590",
        "shared": true
      },
      {
        "name": "Navient Private Education Refi Loan Trust, Series 2024-A, Class A",
        "value": "4862686.54",
        "weight": "0.00477648",
        "shared": false
      },
      {
        "name": "PSTAT 2025-3A A1",
        "value": "4850442.81",
        "weight": "0.00476445",
        "shared": false
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    ],
    "b_top": [
      {
        "name": "U.S. Treasury Bills",
        "value": "2386197.26",
        "weight": "0.05612751",
        "shared": false
      },
      {
        "name": "Palmer Square Loan Funding Ltd., Series 2024-2A, Class A1R",
        "value": "1500743.10",
        "weight": "0.03530009",
        "shared": false
      },
      {
        "name": "MORGAN STANLEY",
        "value": "1189107.88",
        "weight": "0.02796989",
        "shared": false
      },
      {
        "name": "NEUBERGER BERMAN LOAN ADVISERS CLO 4 SER 2021-43A CL AR V/R REGD 144A P/P 4.93163000",
        "value": "998713.20",
        "weight": "0.02349147",
        "shared": false
      },
      {
        "name": "Elmwood CLO 16 Ltd",
        "value": "997452.90",
        "weight": "0.02346183",
        "shared": true
      },
      {
        "name": "UNTD AIR 2014-1",
        "value": "857051.55",
        "weight": "0.02015934",
        "shared": false
      },
      {
        "name": "Sprint Spectrum Co. LLC / Sprint Spectrum Co. II LLC / Sprint Spectrum Co. III LLC",
        "value": "854359.26",
        "weight": "0.02009602",
        "shared": true
      },
      {
        "name": "GOLDMAN SACHS GP",
        "value": "839046.08",
        "weight": "0.01973582",
        "shared": false
      },
      {
        "name": "UBS GROUP AG SR UNSECURED 144A 08/27 4.703",
        "value": "800264.54",
        "weight": "0.01882361",
        "shared": false
      },
      {
        "name": "SALESFORCE INC",
        "value": "750451.74",
        "weight": "0.01765193",
        "shared": false
      },
      {
        "name": "Honeywell Aerospace Inc",
        "value": "746701.02",
        "weight": "0.01756371",
        "shared": false
      },
      {
        "name": "NOVNVX F 03/16/29",
        "value": "701882.52",
        "weight": "0.01650950",
        "shared": false
      },
      {
        "name": "JPMORGAN CHASE JPM Float 01/24/29",
        "value": "700575.79",
        "weight": "0.01647876",
        "shared": false
      },
      {
        "name": "JPMORGAN CHASE",
        "value": "691292.52",
        "weight": "0.01626040",
        "shared": false
      },
      {
        "name": "NAVIENT STUDENT LOAN TRUST NAVSL 2019 FA A2 144A",
        "value": "685463.94",
        "weight": "0.01612330",
        "shared": true
      },
      {
        "name": "AM AIRLN 15-2 AA",
        "value": "650300.68",
        "weight": "0.01529620",
        "shared": true
      },
      {
        "name": "UNTD AIR 14-2 A",
        "value": "636939.09",
        "weight": "0.01498192",
        "shared": true
      },
      {
        "name": "SANTAN V1.722 09/14/27",
        "value": "543041.00",
        "weight": "0.01277327",
        "shared": false
      },
      {
        "name": "AM AIRLN 16-2 AA",
        "value": "541502.57",
        "weight": "0.01273708",
        "shared": false
      },
      {
        "name": "BANK OF AMERICA CORPORATION FRN SOFR+111 05/09/2029",
        "value": "503066.72",
        "weight": "0.01183300",
        "shared": false
      },
      {
        "name": "Bank of America Corp., Series frn",
        "value": "499988.62",
        "weight": "0.01176060",
        "shared": false
      },
      {
        "name": "SEB F 03/12/29 144A",
        "value": "499784.17",
        "weight": "0.01175579",
        "shared": false
      },
      {
        "name": "PHILIP MORRIS INTL INC FRN SOFR+83 04/28/2028",
        "value": "499714.77",
        "weight": "0.01175416",
        "shared": false
      },
      {
        "name": "DE F 03/09/29 I",
        "value": "498879.07",
        "weight": "0.01173450",
        "shared": false
      },
      {
        "name": "Santander Drive Auto Receivables Trust, Series 2026-1, Class A2",
        "value": "498710.30",
        "weight": "0.01173053",
        "shared": false
      },
      {
        "name": "JPMORGAN CHASE",
        "value": "474239.36",
        "weight": "0.01115494",
        "shared": false
      },
      {
        "name": "US BANK MMDA - USBGFS 9",
        "value": "468409.54",
        "weight": "0.01101781",
        "shared": true
      },
      {
        "name": "BNP PARIBAS",
        "value": "443164.78",
        "weight": "0.01042401",
        "shared": false
      },
      {
        "name": "CarVal CLO Ltd., Series 2018-1A, Class AR",
        "value": "403354.12",
        "weight": "0.00948759",
        "shared": true
      },
      {
        "name": "New York Life Global Funding",
        "value": "400118.25",
        "weight": "0.00941148",
        "shared": false
      },
      {
        "name": "BANCO SANTANDER SA",
        "value": "400050.23",
        "weight": "0.00940988",
        "shared": false
      },
      {
        "name": "AmeriCredit Automobile Receivables Trust, Series 2025-1, Class A2A",
        "value": "399566.80",
        "weight": "0.00939851",
        "shared": true
      },
      {
        "name": "KEYSPAN GAS EAST",
        "value": "397264.63",
        "weight": "0.00934436",
        "shared": false
      },
      {
        "name": "NAVSL 2021-CA A 144A 1.06% 10-15-69",
        "value": "374697.05",
        "weight": "0.00881353",
        "shared": true
      },
      {
        "name": "CIFC Funding Ltd., Series 2021-7A, Class AR",
        "value": "349737.50",
        "weight": "0.00822643",
        "shared": false
      },
      {
        "name": "NAVSL 2019-GA A",
        "value": "342584.58",
        "weight": "0.00805819",
        "shared": true
      },
      {
        "name": "DELTA AIRLINES PT 2015-1       AA     20290130 3.62500 3.62500000",
        "value": "340127.97",
        "weight": "0.00800040",
        "shared": true
      },
      {
        "name": "Neuberger Berman Loan Advisers CLO Ltd., Series 2021-45A, Class AR",
        "value": "324585.69",
        "weight": "0.00763482",
        "shared": false
      },
      {
        "name": "ENERGY TRANSFER",
        "value": "302842.80",
        "weight": "0.00712339",
        "shared": false
      },
      {
        "name": "GLENCORE FUNDING LLC COMPANY GUAR 144A 04/27 VAR",
        "value": "301200.08",
        "weight": "0.00708475",
        "shared": false
      },
      {
        "name": "HSBC HOLDINGS PLC SR UNSECURED 03/29 VAR",
        "value": "300878.71",
        "weight": "0.00707719",
        "shared": false
      },
      {
        "name": "CIFC Funding Ltd., Series 2020-1A, Class A1R",
        "value": "300205.92",
        "weight": "0.00706137",
        "shared": false
      },
      {
        "name": "GOLDMAN SACHS GP",
        "value": "300066.62",
        "weight": "0.00705809",
        "shared": false
      },
      {
        "name": "New York Life Global Funding",
        "value": "299941.11",
        "weight": "0.00705514",
        "shared": false
      },
      {
        "name": "National Rural Utilities Cooperative Finance Corp., Series D",
        "value": "299864.33",
        "weight": "0.00705333",
        "shared": false
      },
      {
        "name": "BANK OF AMER CRP",
        "value": "299828.52",
        "weight": "0.00705249",
        "shared": false
      },
      {
        "name": "Magnetite XXIII Ltd",
        "value": "299603.10",
        "weight": "0.00704719",
        "shared": true
      },
      {
        "name": "Fidelity National Information Services, Inc.",
        "value": "299243.51",
        "weight": "0.00703873",
        "shared": false
      },
      {
        "name": "WEIR GROUP PLC (THE) SR UNSECURED 144A 05/26 2.2",
        "value": "298986.70",
        "weight": "0.00703269",
        "shared": true
      },
      {
        "name": "PENSKE TRUCK LEASING/PTL SR UNSECURED 144A 06/26 1.7",
        "value": "298337.66",
        "weight": "0.00701742",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000894189-26-015803",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1959372/000089418926015803/0000894189-26-015803-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000894189-26-015807",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1959372/000089418926015807/0000894189-26-015807-index.htm"
    }
  ]
}