SSAOX Mutual Fund
SSAOX Mutual Fund
NAV$18.71
AUM$25M
TER0.59%
Holdings7
SSAOX Mutual Fund
NAV$18.71
State Street Target Retirement 2045 Fund Class R3
AUM$25M
TER0.59%
Holdings7
SSAOX Mutual Fund Overlap Analysis
SSAOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SSAOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 7 holdings, SSAOX may share significant positions with broad-market funds.
SSAOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SSAOX tax-loss harvesting finds highly correlated but non-identical funds.