LTCCX Mutual Fund
NAV$12.85
AUM$1M
TER0.99%
Holdings195
LTCCX Mutual Fund
NAV$12.85
Thornburg California Limited Term Municipal Fund Class C
AUM$1M
TER0.99%
Holdings195
X-ray your whole portfolio
$99/yr7-day refund. Mutual funds, ETFs, 401(k)s.
LTCCX Mutual Fund Overlap Analysis
LTCCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LTCCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 195 holdings, LTCCX may share significant positions with broad-market funds.
LTCCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LTCCX tax-loss harvesting finds highly correlated but non-identical funds.