LTFPX Mutual Fund Analysis & Holdings | MarketXLS

LTFPX Mutual Fund

NAV$19.10

AUM$65M

TER0.85%

Holdings15

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LTFPX Mutual Fund

NAV$19.10

Principal LifeTime 2055 Fund Class R-5

AUM$65M

TER0.85%

Holdings15

See inside every fund you own

$149/yr Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

LTFPX Mutual Fund Overlap Analysis

LTFPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

LTFPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 15 holdings, LTFPX may share significant positions with broad-market funds.

LTFPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LTFPX tax-loss harvesting finds highly correlated but non-identical funds.