LTFDX Mutual Fund Analysis & Holdings | MarketXLS

LTFDX Mutual Fund

NAV$18.66

AUM$51M

TER1.16%

Holdings15

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LTFDX Mutual Fund

NAV$18.66

Principal LifeTime 2055 Fund Class R-3

AUM$51M

TER1.16%

Holdings15

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

LTFDX Mutual Fund Overlap Analysis

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

LTFDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 15 holdings, LTFDX may share significant positions with broad-market funds.

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