LTRVX Mutual Fund

NAV$16.12

AUM$69M

TER1.13%

Holdings15

LTRVX Mutual Fund

NAV$16.12

Principal LifeTime 2045 Fund Class R3

AUM$69M

TER1.13%

Holdings15

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Holdings Overlap Analysis

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

LTRVX Mutual Fund Overlap Analysis

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

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

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