SSAHX Mutual Fund
SSAHX Mutual Fund
NAV$13.72
AUM$12M
TER0.59%
Holdings12
SSAHX Mutual Fund
NAV$13.72
State Street Target Retirement 2025 Fund Class R3
AUM$12M
TER0.59%
Holdings12
SSAHX Mutual Fund Overlap Analysis
SSAHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SSAHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 12 holdings, SSAHX may share significant positions with broad-market funds.
SSAHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SSAHX tax-loss harvesting finds highly correlated but non-identical funds.