LTEEX Mutual Fund
LTEEX Mutual Fund
NAV$11.52
AUM$32M
TER0.94%
Holdings18
See how much of LTEEX you already own
LTEEX Mutual Fund
NAV$11.52
Principal LifeTime 2025 Fund Class R-4
AUM$32M
TER0.94%
Holdings18
See how much of LTEEX you already own
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.