LTCIX Mutual Fund Analysis & Holdings | MarketXLS

LTCIX Mutual Fund

NAV$12.86

AUM$259M

TER0.49%

Holdings195

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LTCIX Mutual Fund

NAV$12.86

Thornburg California Limited Term Municipal Fund Class I

AUM$259M

TER0.49%

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

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.