LTEFX Mutual Fund Analysis & Holdings | MarketXLS

LTEFX Mutual Fund

NAV$15.54

AUM$49M

TER0.37%

Holdings1,923

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LTEFX Mutual Fund

NAV$15.54

Limited Term Tax-Exempt Bond Fund of America

AUM$49M

TER0.37%

Holdings1,923

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

LTEFX Mutual Fund Overlap Analysis

LTEFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

LTEFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1923 holdings, LTEFX may share significant positions with broad-market funds.

LTEFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LTEFX tax-loss harvesting finds highly correlated but non-identical funds.