SSAJX Mutual Fund
SSAJX Mutual Fund
NAV$15.23
AUM$35M
TER0.59%
Holdings13
See how much of SSAJX you already own
SSAJX Mutual Fund
NAV$15.23
State Street Target Retirement 2030 Fund Class R3
AUM$35M
TER0.59%
Holdings13
See how much of SSAJX you already own
SSAJX Mutual Fund Overlap Analysis
SSAJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SSAJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 13 holdings, SSAJX may share significant positions with broad-market funds.
SSAJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SSAJX tax-loss harvesting finds highly correlated but non-identical funds.