LTSTX Mutual Fund
LTSTX Mutual Fund
NAV$11.62
AUM$904M
TER0.49%
Holdings18
LTSTX Mutual Fund
NAV$11.62
Principal LifeTime 2025 Fund Institutional Class
AUM$904M
TER0.49%
Holdings18
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.