PLAHX Mutual Fund
PLAHX Mutual Fund
NAV$9.27
AUM$6M
TER0.95%
Holdings221
See how much of PLAHX you already own
PLAHX Mutual Fund
NAV$9.27
Aristotle High Yield Bond Fund Class A
AUM$6M
TER0.95%
Holdings221
See how much of PLAHX you already own
PLAHX Mutual Fund Overlap Analysis
PLAHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PLAHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 221 holdings, PLAHX may share significant positions with broad-market funds.
PLAHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLAHX tax-loss harvesting finds highly correlated but non-identical funds.