SSAKX Mutual Fund
SSAKX Mutual Fund
NAV$17.46
AUM$36M
TER0.59%
Holdings8
See how much of SSAKX you already own
SSAKX Mutual Fund
NAV$17.46
State Street Target Retirement 2040 Fund Class R3
AUM$36M
TER0.59%
Holdings8
See how much of SSAKX you already own
SSAKX Mutual Fund Overlap Analysis
SSAKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SSAKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, SSAKX may share significant positions with broad-market funds.
SSAKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SSAKX tax-loss harvesting finds highly correlated but non-identical funds.