LTANX Mutual Fund Analysis & Holdings | MarketXLS

LTANX Mutual Fund

NAV$13.22

AUM$7M

TER1.48%

Holdings15

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LTANX Mutual Fund

NAV$13.22

Principal LifeTime 2035 Fund Class R-1

AUM$7M

TER1.48%

Holdings15

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

LTANX Mutual Fund Overlap Analysis

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

LTANX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 15 holdings, LTANX may share significant positions with broad-market funds.

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