PLSRX Mutual Fund

NAV$10.26

AUM$679M

TER0.59%

Holdings490

PLSRX Mutual Fund

NAV$10.26

Aristotle Strategic Income Fund Class I

AUM$679M

TER0.59%

Holdings490

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Holdings Overlap Analysis

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

PLSRX Mutual Fund Overlap Analysis

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

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

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