SASSX Mutual Fund
SASSX Mutual Fund
NAV$9.77
AUM$4M
Holdings42
SASSX Mutual Fund
NAV$9.77
Virtus Seix Ultra Short Bond Fund Class A
AUM$4M
Holdings42
SASSX Mutual Fund Overlap Analysis
SASSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SASSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 42 holdings, SASSX may share significant positions with broad-market funds.
SASSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SASSX tax-loss harvesting finds highly correlated but non-identical funds.