LTGRX Mutual Fund
LTGRX Mutual Fund
NAV$12.17
AUM$1M
TER0.67%
Holdings136
See how much of LTGRX you already own
LTGRX Mutual Fund
NAV$12.17
Thornburg Limited Term US Government Fund Class R5
AUM$1M
TER0.67%
Holdings136
See how much of LTGRX you already own
LTGRX Mutual Fund Overlap Analysis
LTGRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LTGRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 136 holdings, LTGRX may share significant positions with broad-market funds.
LTGRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LTGRX tax-loss harvesting finds highly correlated but non-identical funds.