LTUIX Mutual Fund
NAV$12.09
AUM$39M
TER0.67%
Holdings136
LTUIX Mutual Fund
NAV$12.09
Thornburg Limited Term US Government Fund Class I
AUM$39M
TER0.67%
Holdings136
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LTUIX Mutual Fund Overlap Analysis
LTUIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LTUIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 136 holdings, LTUIX may share significant positions with broad-market funds.
LTUIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LTUIX tax-loss harvesting finds highly correlated but non-identical funds.