LTINX Mutual Fund
LTINX Mutual Fund
NAV$7.96
AUM$140M
TER0.49%
Holdings18
See how much of LTINX you already own
LTINX Mutual Fund
NAV$7.96
Principal LifeTime 2015 Fund Institutional Class
AUM$140M
TER0.49%
Holdings18
See how much of LTINX you already own
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.