PLSFX Mutual Fund

NAV$10.35

AUM$3.1B

TER0.69%

Holdings490

PLSFX Mutual Fund

NAV$10.35

Aristotle Strategic Income Fund Class I2

AUM$3.1B

TER0.69%

Holdings490

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare PLSFX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PLSFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PLSFX Mutual Fund Overlap Analysis

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

PLSFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 490 holdings, PLSFX may share significant positions with broad-market funds.

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