LTPFX Mutual Fund
LTPFX Mutual Fund
NAV$7.76
AUM$13M
TER0.73%
Holdings18
See how much of LTPFX you already own
LTPFX Mutual Fund
NAV$7.76
Principal LifeTime 2015 Fund Class R-5
AUM$13M
TER0.73%
Holdings18
See how much of LTPFX you already own
LTPFX Mutual Fund Overlap Analysis
LTPFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LTPFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, LTPFX may share significant positions with broad-market funds.
LTPFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LTPFX tax-loss harvesting finds highly correlated but non-identical funds.