LTMFX Mutual Fund Analysis & Holdings | MarketXLS

LTMFX Mutual Fund

NAV$13.47

AUM$418M

TER0.78%

Holdings796

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LTMFX Mutual Fund

NAV$13.47

Thornburg Limited Term Municipal Fund Class A

AUM$418M

TER0.78%

Holdings796

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

LTMFX Mutual Fund Overlap Analysis

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

LTMFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 796 holdings, LTMFX may share significant positions with broad-market funds.

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