LTCAX Mutual Fund Analysis & Holdings | MarketXLS

LTCAX Mutual Fund

NAV$12.85

AUM$45M

TER0.74%

Holdings195

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LTCAX Mutual Fund

NAV$12.85

Thornburg California Limited Term Municipal Fund Class A

AUM$45M

TER0.74%

Holdings195

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

LTCAX Mutual Fund Overlap Analysis

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

LTCAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 195 holdings, LTCAX may share significant positions with broad-market funds.

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