PLEBX Mutual Fund

NAV$8.55

AUM$215M

TER0.48%

Holdings339

PLEBX Mutual Fund

NAV$8.55

Aristotle Core Bond Fund Class I

AUM$215M

TER0.48%

Holdings339

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Holdings Overlap Analysis

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

PLEBX Mutual Fund Overlap Analysis

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

PLEBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 339 holdings, PLEBX may share significant positions with broad-market funds.

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