SSADX Mutual Fund Analysis & Holdings | MarketXLS

SSADX Mutual Fund

NAV$10.66

AUM$507,101.6

TER0.59%

Holdings12

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SSADX Mutual Fund

NAV$10.66

State Street Target Retirement 2020 Fund Class R3

AUM$507,101.6

TER0.59%

Holdings12

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 SSADX 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 SSADX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SSADX Mutual Fund Overlap Analysis

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

SSADX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 12 holdings, SSADX may share significant positions with broad-market funds.

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