LTSLX Mutual Fund
LTSLX Mutual Fund
NAV$8.67
AUM$9M
TER0.90%
Holdings18
See how much of LTSLX you already own
LTSLX Mutual Fund
NAV$8.67
Principal LifeTime 2015 Fund Class R-4
AUM$9M
TER0.90%
Holdings18
See how much of LTSLX you already own
LTSLX Mutual Fund Overlap Analysis
LTSLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LTSLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, LTSLX may share significant positions with broad-market funds.
LTSLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LTSLX tax-loss harvesting finds highly correlated but non-identical funds.