PLCNX Mutual Fund
PLCNX Mutual Fund
NAV$10.38
AUM$115M
TER1.69%
Holdings490
See how much of PLCNX you already own
PLCNX Mutual Fund
NAV$10.38
Aristotle Strategic Income Fund Class C
AUM$115M
TER1.69%
Holdings490
See how much of PLCNX you already own
PLCNX Mutual Fund Overlap Analysis
PLCNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PLCNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 490 holdings, PLCNX may share significant positions with broad-market funds.
PLCNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLCNX tax-loss harvesting finds highly correlated but non-identical funds.