PLEDX Mutual Fund

NAV$8.58

AUM$18M

TER0.48%

Holdings339

PLEDX Mutual Fund

NAV$8.58

Aristotle Core Bond Fund Class I2

AUM$18M

TER0.48%

Holdings339

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Holdings Overlap Analysis

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

PLEDX Mutual Fund Overlap Analysis

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

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

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