PLNCX Mutual Fund

NAV$9.49

AUM$47M

TER1.60%

Holdings491

PLNCX Mutual Fund

NAV$9.49

Aristotle Core Income Fund Class C

AUM$47M

TER1.60%

Holdings491

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Holdings Overlap Analysis

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

PLNCX Mutual Fund Overlap Analysis

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

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

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