PLUHX Mutual Fund

NAV$9.98

AUM$10,210.91

TER0.32%

Holdings140

PLUHX Mutual Fund

NAV$9.98

Aristotle Ultra Short Income Fund Class H

AUM$10,210.91

TER0.32%

Holdings140

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Holdings Overlap Analysis

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

PLUHX Mutual Fund Overlap Analysis

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

PLUHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 140 holdings, PLUHX may share significant positions with broad-market funds.

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