SSAKX Mutual Fund
SSAKX Mutual Fund
NAV$17.63
AUM$35M
TER0.59%
Holdings8
SSAKX Mutual Fund
NAV$17.63
State Street Target Retirement 2040 Fund Class R3
AUM$35M
TER0.59%
Holdings8
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.