PLBCX Mutual Fund

NAV$9.22

AUM$95M

TER1.80%

Holdings160

PLBCX Mutual Fund

NAV$9.22

Aristotle Floating Rate Income Fund Class C

AUM$95M

TER1.80%

Holdings160

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare PLBCX 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 PLBCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PLBCX Mutual Fund Overlap Analysis

PLBCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

PLBCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 160 holdings, PLBCX may share significant positions with broad-market funds.

PLBCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLBCX tax-loss harvesting finds highly correlated but non-identical funds.