LTFIX Mutual Fund

NAV$19.54

AUM$999M

TER0.59%

Holdings15

LTFIX Mutual Fund

NAV$19.54

Principal LifeTime 2055 Fund Institutional Class

AUM$999M

TER0.59%

Holdings15

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Holdings Overlap Analysis

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

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 15 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.