LTSGX Mutual Fund
LTSGX Mutual Fund
NAV$8.54
AUM$2M
TER1.40%
Holdings18
See how much of LTSGX you already own
LTSGX Mutual Fund
NAV$8.54
Principal LifeTime 2015 Fund Class R-1
AUM$2M
TER1.40%
Holdings18
See how much of LTSGX you already own
LTSGX Mutual Fund Overlap Analysis
LTSGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LTSGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, LTSGX may share significant positions with broad-market funds.
LTSGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LTSGX tax-loss harvesting finds highly correlated but non-identical funds.