LTXFX Mutual Fund Analysis & Holdings | MarketXLS

LTXFX Mutual Fund

NAV$15.53

AUM$49M

TER0.63%

Holdings1,923

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LTXFX Mutual Fund

NAV$15.53

Limited Term Tax-Exempt Bond Fund of America Class F1

AUM$49M

TER0.63%

Holdings1,923

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

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Discover Portfolio Overlap

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

LTXFX Mutual Fund Overlap Analysis

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

LTXFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1923 holdings, LTXFX may share significant positions with broad-market funds.

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