LTCIX Mutual Fund
LTCIX Mutual Fund
NAV$12.83
AUM$259M
TER0.49%
Holdings195
See how much of LTCIX you already own
LTCIX Mutual Fund
NAV$12.83
Thornburg California Limited Term Municipal Fund Class I
AUM$259M
TER0.49%
Holdings195
See how much of LTCIX you already own
LTCIX Mutual Fund Overlap Analysis
LTCIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LTCIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 195 holdings, LTCIX may share significant positions with broad-market funds.
LTCIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LTCIX tax-loss harvesting finds highly correlated but non-identical funds.