LTAPX Mutual Fund
LTAPX Mutual Fund
NAV$7.65
AUM$15M
TER1.04%
Holdings18
See how much of LTAPX you already own
LTAPX Mutual Fund
NAV$7.65
Principal LifeTime 2015 Fund Class R-3
AUM$15M
TER1.04%
Holdings18
See how much of LTAPX you already own
LTAPX Mutual Fund Overlap Analysis
LTAPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LTAPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, LTAPX may share significant positions with broad-market funds.
LTAPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LTAPX tax-loss harvesting finds highly correlated but non-identical funds.