PLIHX Mutual Fund

NAV$9.71

AUM$9,990.73

TER0.46%

Holdings491

PLIHX Mutual Fund

NAV$9.71

Aristotle Core Income Fund Class H

AUM$9,990.73

TER0.46%

Holdings491

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Holdings Overlap Analysis

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

PLIHX Mutual Fund Overlap Analysis

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

PLIHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 491 holdings, PLIHX may share significant positions with broad-market funds.

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