SSAJX Mutual Fund Analysis & Holdings | MarketXLS

SSAJX Mutual Fund

NAV$15.26

AUM$35M

TER0.59%

Holdings13

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SSAJX Mutual Fund

NAV$15.26

State Street Target Retirement 2030 Fund Class R3

AUM$35M

TER0.59%

Holdings13

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

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.