LTVPX Mutual Fund
LTVPX Mutual Fund
NAV$11.03
AUM$64M
TER1.05%
Holdings18
See how much of LTVPX you already own
LTVPX Mutual Fund
NAV$11.03
Principal LifeTime 2025 Fund Class R-3
AUM$64M
TER1.05%
Holdings18
See how much of LTVPX you already own
LTVPX Mutual Fund Overlap Analysis
LTVPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LTVPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, LTVPX may share significant positions with broad-market funds.
LTVPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LTVPX tax-loss harvesting finds highly correlated but non-identical funds.