PLFLX Mutual Fund

NAV$9.25

AUM$221M

TER1.05%

Holdings160

PLFLX Mutual Fund

NAV$9.25

Aristotle Floating Rate Income Fund Class A

AUM$221M

TER1.05%

Holdings160

X-ray your whole portfolio

$99/yr7-day refund. Mutual funds, ETFs, 401(k)s.

Get Pro →

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

Holdings Overlap Analysis

Compare PLFLX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PLFLX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.