PLSTX Mutual Fund

NAV$10.34

AUM$196M

TER0.94%

Holdings490

PLSTX Mutual Fund

NAV$10.34

Aristotle Strategic Income Fund Class A

AUM$196M

TER0.94%

Holdings490

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Holdings Overlap Analysis

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

PLSTX Mutual Fund Overlap Analysis

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

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

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