PLNCX Mutual Fund
PLNCX Mutual Fund
NAV$9.50
AUM$46M
TER1.60%
Holdings491
See how much of PLNCX you already own
PLNCX Mutual Fund
NAV$9.50
Aristotle Core Income Fund Class C
AUM$46M
TER1.60%
Holdings491
See how much of PLNCX you already own
PLNCX Mutual Fund Overlap Analysis
PLNCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PLNCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 491 holdings, PLNCX may share significant positions with broad-market funds.
PLNCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLNCX tax-loss harvesting finds highly correlated but non-identical funds.