PLCHX Mutual Fund

NAV$9.17

AUM$367,860.6

TER1.70%

Holdings221

PLCHX Mutual Fund

NAV$9.17

Aristotle High Yield Bond Fund Class C

AUM$367,860.6

TER1.70%

Holdings221

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Holdings Overlap Analysis

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

PLCHX Mutual Fund Overlap Analysis

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

PLCHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 221 holdings, PLCHX may share significant positions with broad-market funds.

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