LTIUX Mutual Fund

NAV$14.27

AUM$1.6B

TER0.53%

Holdings15

LTIUX Mutual Fund

NAV$14.27

Principal LifeTime 2035 Fund Institutional Class

AUM$1.6B

TER0.53%

Holdings15

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Holdings Overlap Analysis

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

LTIUX Mutual Fund Overlap Analysis

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

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

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