LTUGX Mutual Fund

NAV$12.13

AUM$2M

TER0.92%

Holdings136

See how much of LTUGX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

LTUGX Mutual Fund

NAV$12.13

Thornburg Limited Term US Government Fund Class R4

AUM$2M

TER0.92%

Holdings136

See how much of LTUGX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

Compare LTUGX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings LTUGX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LTUGX Mutual Fund Overlap Analysis

LTUGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

LTUGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 136 holdings, LTUGX may share significant positions with broad-market funds.

LTUGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LTUGX tax-loss harvesting finds highly correlated but non-identical funds.