PLSFX Mutual Fund
PLSFX Mutual Fund
NAV$10.40
AUM$3.1B
TER0.69%
Holdings490
See how much of PLSFX you already own
PLSFX Mutual Fund
NAV$10.40
Aristotle Strategic Income Fund Class I2
AUM$3.1B
TER0.69%
Holdings490
See how much of PLSFX you already own
PLSFX Mutual Fund Overlap Analysis
PLSFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PLSFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 490 holdings, PLSFX may share significant positions with broad-market funds.
PLSFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLSFX tax-loss harvesting finds highly correlated but non-identical funds.