LTSEX Mutual Fund
LTSEX Mutual Fund
NAV$13.47
AUM$37M
TER0.98%
Holdings15
See how much of LTSEX you already own
LTSEX Mutual Fund
NAV$13.47
Principal LifeTime 2035 Fund Class R-4
AUM$37M
TER0.98%
Holdings15
See how much of LTSEX you already own
LTSEX Mutual Fund Overlap Analysis
LTSEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LTSEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 15 holdings, LTSEX may share significant positions with broad-market funds.
LTSEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LTSEX tax-loss harvesting finds highly correlated but non-identical funds.