PLFLX Mutual Fund
PLFLX Mutual Fund
NAV$9.26
AUM$223M
TER1.06%
Holdings160
See how much of PLFLX you already own
PLFLX Mutual Fund
NAV$9.26
Aristotle Floating Rate Income Fund Class A
AUM$223M
TER1.06%
Holdings160
See how much of PLFLX you already own
PLFLX Mutual Fund Overlap Analysis
PLFLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PLFLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 160 holdings, PLFLX may share significant positions with broad-market funds.
PLFLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLFLX tax-loss harvesting finds highly correlated but non-identical funds.