LTFGX Mutual Fund
LTFGX Mutual Fund
NAV$16.65
AUM$3M
TER1.55%
Holdings15
LTFGX Mutual Fund
NAV$16.65
Principal LifeTime 2055 Fund Class R-1
AUM$3M
TER1.55%
Holdings15
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.