PLEHX Mutual Fund

NAV$9.71

AUM$11,693.29

TER0.48%

Holdings339

PLEHX Mutual Fund

NAV$9.71

Aristotle Core Bond Fund Class H

AUM$11,693.29

TER0.48%

Holdings339

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Holdings Overlap Analysis

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

PLEHX Mutual Fund Overlap Analysis

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

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

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