LTRGX Mutual Fund Holdings Overlap Calculator | MarketXLS

LTRGX Mutual Fund

NAV$14.83

AUM$4M

TER1.53%

Holdings15

See what you own twice

Check LTRGX against your other funds. Free for up to 5.

Check my overlap

LTRGX Mutual Fund

NAV$14.83

Principal LifeTime 2045 Fund Class R1

AUM$4M

TER1.53%

Holdings15

See what you own twice

Check LTRGX against your other funds. Free for up to 5.

Check my overlap

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

Holdings Overlap Analysis

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

LTRGX Mutual Fund Overlap Analysis

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

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

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