PLFRX Mutual Fund

NAV$9.25

AUM$1.7B

TER0.72%

Holdings160

PLFRX Mutual Fund

NAV$9.25

Aristotle Floating Rate Income Fund Class I

AUM$1.7B

TER0.72%

Holdings160

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Holdings Overlap Analysis

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

PLFRX Mutual Fund Overlap Analysis

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

PLFRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 160 holdings, PLFRX may share significant positions with broad-market funds.

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