PLIDX Mutual Fund
PLIDX Mutual Fund
NAV$9.51
AUM$2.2B
TER0.55%
Holdings491
See how much of PLIDX you already own
PLIDX Mutual Fund
NAV$9.51
Aristotle Core Income Fund Class I2
AUM$2.2B
TER0.55%
Holdings491
See how much of PLIDX you already own
PLIDX Mutual Fund Overlap Analysis
PLIDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PLIDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 491 holdings, PLIDX may share significant positions with broad-market funds.
PLIDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLIDX tax-loss harvesting finds highly correlated but non-identical funds.