LTEFX Mutual Fund
LTEFX Mutual Fund
NAV$15.03
AUM$49M
TER0.37%
Holdings1,974
See how much of LTEFX you already own
LTEFX Mutual Fund
NAV$15.03
Limited Term Tax-Exempt Bond Fund of America
AUM$49M
TER0.37%
Holdings1,974
See how much of LTEFX you already own
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 1974 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.