LTRLX Mutual Fund

NAV$15.04

AUM$26M

TER1.03%

Holdings15

LTRLX Mutual Fund

NAV$15.04

Principal LifeTime 2045 Fund Class R4

AUM$26M

TER1.03%

Holdings15

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Holdings Overlap Analysis

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

LTRLX Mutual Fund Overlap Analysis

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

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

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