LTSNX Mutual Fund
LTSNX Mutual Fund
NAV$11.29
AUM$6M
TER1.44%
Holdings18
See how much of LTSNX you already own
LTSNX Mutual Fund
NAV$11.29
Principal LifeTime 2025 Fund Class R-1
AUM$6M
TER1.44%
Holdings18
See how much of LTSNX you already own
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.