PLCHX Mutual Fund

NAV$9.25

AUM$370,784.55

TER1.70%

Holdings221

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PLCHX Mutual Fund

NAV$9.25

Aristotle High Yield Bond Fund Class C

AUM$370,784.55

TER1.70%

Holdings221

See how much of PLCHX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

PLCHX Mutual Fund Overlap Analysis

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

PLCHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 221 holdings, PLCHX may share significant positions with broad-market funds.

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