LTINX Mutual Fund

NAV$7.96

AUM$140M

TER0.49%

Holdings18

LTINX Mutual Fund

NAV$7.96

Principal LifeTime 2015 Fund Institutional Class

AUM$140M

TER0.49%

Holdings18

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Holdings Overlap Analysis

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

LTINX Mutual Fund Overlap Analysis

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

LTINX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, LTINX may share significant positions with broad-market funds.

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