LTSTX Mutual Fund
LTSTX Mutual Fund
NAV$11.49
AUM$882M
TER0.49%
Holdings18
See how much of LTSTX you already own
LTSTX Mutual Fund
NAV$11.49
Principal LifeTime 2025 Fund Institutional Class
AUM$882M
TER0.49%
Holdings18
See how much of LTSTX you already own
LTSTX Mutual Fund Overlap Analysis
LTSTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LTSTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, LTSTX may share significant positions with broad-market funds.
LTSTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LTSTX tax-loss harvesting finds highly correlated but non-identical funds.