SSADX Mutual Fund
SSADX Mutual Fund
NAV$10.66
AUM$507,101.6
TER0.59%
Holdings12
See how much of SSADX you already own
SSADX Mutual Fund
NAV$10.66
State Street Target Retirement 2020 Fund Class R3
AUM$507,101.6
TER0.59%
Holdings12
See how much of SSADX you already own
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.