LTFPX Mutual Fund
LTFPX Mutual Fund
NAV$18.63
AUM$66M
TER0.85%
Holdings15
See how much of LTFPX you already own
LTFPX Mutual Fund
NAV$18.63
Principal LifeTime 2055 Fund Class R-5
AUM$66M
TER0.85%
Holdings15
See how much of LTFPX you already own
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.