LTIUX Mutual Fund
LTIUX Mutual Fund
NAV$14.35
AUM$1.6B
TER0.53%
Holdings15
See how much of LTIUX you already own
LTIUX Mutual Fund
NAV$14.35
Principal LifeTime 2035 Fund Institutional Class
AUM$1.6B
TER0.53%
Holdings15
See how much of LTIUX you already own
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.