LTFLX Mutual Fund

NAV$17.10

AUM$15M

TER1.05%

Holdings15

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$99/yr Pro · 7-day refund

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LTFLX Mutual Fund

NAV$17.10

Principal LifeTime 2055 Fund Class R-4

AUM$15M

TER1.05%

Holdings15

See inside every fund you own

$99/yr Pro · 7-day refund

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

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.