LTSNX Mutual Fund
LTSNX Mutual Fund
NAV$11.29
AUM$6M
TER1.44%
Holdings18
LTSNX Mutual Fund
NAV$11.29
Principal LifeTime 2025 Fund Class R-1
AUM$6M
TER1.44%
Holdings18
LTSNX Mutual Fund Overlap Analysis
LTSNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LTSNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, LTSNX may share significant positions with broad-market funds.
LTSNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LTSNX tax-loss harvesting finds highly correlated but non-identical funds.