PLCDX Mutual Fund

NAV$10.87

AUM$5M

TER0.83%

Holdings21

PLCDX Mutual Fund

NAV$10.87

Aristotle Portfolio Optimization Conservative Fund Class I2

AUM$5M

TER0.83%

Holdings21

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Holdings Overlap Analysis

Compare PLCDX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PLCDX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PLCDX Mutual Fund Overlap Analysis

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

PLCDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, PLCDX may share significant positions with broad-market funds.

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