LTAXX Mutual Fund Analysis & Holdings | MarketXLS

LTAXX Mutual Fund

NAV$1.00

TER0.40%

Holdings1

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LTAXX Mutual Fund

NAV$1.00

Western Asset Institutional US Treasury Reserves Fund Admin Class

TER0.40%

Holdings1

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

LTAXX Mutual Fund Overlap Analysis

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

LTAXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1 holdings, LTAXX may share significant positions with broad-market funds.

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