PLCDX Mutual Fund
PLCDX Mutual Fund
NAV$10.91
AUM$5M
TER0.89%
Holdings21
See how much of PLCDX you already own
PLCDX Mutual Fund
NAV$10.91
Aristotle Multi-Asset Income Fund Class I2
AUM$5M
TER0.89%
Holdings21
See how much of PLCDX you already own
PLCDX Mutual Fund Overlap Analysis
PLCDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PLCDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, PLCDX may share significant positions with broad-market funds.
PLCDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLCDX tax-loss harvesting finds highly correlated but non-identical funds.