LTFLX Mutual Fund
LTFLX Mutual Fund
NAV$17.10
AUM$15M
TER1.05%
Holdings15
See how much of LTFLX you already own
LTFLX Mutual Fund
NAV$17.10
Principal LifeTime 2055 Fund Class R-4
AUM$15M
TER1.05%
Holdings15
See how much of LTFLX you already own
LTFLX Mutual Fund Overlap Analysis
LTFLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LTFLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 15 holdings, LTFLX may share significant positions with broad-market funds.
LTFLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LTFLX tax-loss harvesting finds highly correlated but non-identical funds.