LTSLX Mutual Fund Holdings Overlap Calculator | MarketXLS

LTSLX Mutual Fund

NAV$8.67

AUM$9M

TER0.90%

Holdings18

See what you own twice

Check LTSLX against your other funds. Free for up to 5.

Check my overlap

LTSLX Mutual Fund

NAV$8.67

Principal LifeTime 2015 Fund Class R-4

AUM$9M

TER0.90%

Holdings18

See what you own twice

Check LTSLX against your other funds. Free for up to 5.

Check my overlap

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

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.