PLCSX Mutual Fund
PLCSX Mutual Fund
NAV$10.14
AUM$17M
TER1.50%
Holdings324
See how much of PLCSX you already own
PLCSX Mutual Fund
NAV$10.14
Aristotle Short Duration Income Fund Class C
AUM$17M
TER1.50%
Holdings324
See how much of PLCSX you already own
PLCSX Mutual Fund Overlap Analysis
PLCSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PLCSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 324 holdings, PLCSX may share significant positions with broad-market funds.
PLCSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLCSX tax-loss harvesting finds highly correlated but non-identical funds.