LTEEX Mutual Fund
LTEEX Mutual Fund
NAV$11.52
AUM$32M
TER0.94%
Holdings18
LTEEX Mutual Fund
NAV$11.52
Principal LifeTime 2025 Fund Class R-4
AUM$32M
TER0.94%
Holdings18
LTEEX Mutual Fund Overlap Analysis
LTEEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LTEEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, LTEEX may share significant positions with broad-market funds.
LTEEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LTEEX tax-loss harvesting finds highly correlated but non-identical funds.