PLSTX Mutual Fund
PLSTX Mutual Fund
NAV$10.39
AUM$198M
TER0.94%
Holdings490
See how much of PLSTX you already own
PLSTX Mutual Fund
NAV$10.39
Aristotle Strategic Income Fund Class A
AUM$198M
TER0.94%
Holdings490
See how much of PLSTX you already own
PLSTX Mutual Fund Overlap Analysis
PLSTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PLSTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 490 holdings, PLSTX may share significant positions with broad-market funds.
PLSTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLSTX tax-loss harvesting finds highly correlated but non-identical funds.