LTFGX Mutual Fund
LTFGX Mutual Fund
NAV$16.65
AUM$3M
TER1.55%
Holdings15
See how much of LTFGX you already own
LTFGX Mutual Fund
NAV$16.65
Principal LifeTime 2055 Fund Class R-1
AUM$3M
TER1.55%
Holdings15
See how much of LTFGX you already own
LTFGX Mutual Fund Overlap Analysis
LTFGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LTFGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 15 holdings, LTFGX may share significant positions with broad-market funds.
LTFGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LTFGX tax-loss harvesting finds highly correlated but non-identical funds.