LTFIX Mutual Fund
LTFIX Mutual Fund
NAV$19.35
AUM$991M
TER0.59%
Holdings20
See how much of LTFIX you already own
LTFIX Mutual Fund
NAV$19.35
Principal LifeTime 2055 Fund Institutional Class
AUM$991M
TER0.59%
Holdings20
See how much of LTFIX you already own
LTFIX Mutual Fund Overlap Analysis
LTFIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LTFIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, LTFIX may share significant positions with broad-market funds.
LTFIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LTFIX tax-loss harvesting finds highly correlated but non-identical funds.