LTCQX Mutual Fund
LTCQX Mutual Fund
NAV$12.85
AUM$1M
TER1.14%
Holdings195
LTCQX Mutual Fund
NAV$12.85
Thornburg California Limited Term Municipal Fund Class C2
AUM$1M
TER1.14%
Holdings195
LTCQX Mutual Fund Overlap Analysis
LTCQX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LTCQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 195 holdings, LTCQX may share significant positions with broad-market funds.
LTCQX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LTCQX tax-loss harvesting finds highly correlated but non-identical funds.