SSAUX Mutual Fund Analysis & Holdings | MarketXLS

SSAUX Mutual Fund

NAV$19.36

AUM$29M

TER0.59%

Holdings6

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SSAUX Mutual Fund

NAV$19.36

State Street Target Retirement 2050 Fund Class R3

AUM$29M

TER0.59%

Holdings6

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

SSAUX Mutual Fund Overlap Analysis

SSAUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

SSAUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 6 holdings, SSAUX may share significant positions with broad-market funds.

SSAUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SSAUX tax-loss harvesting finds highly correlated but non-identical funds.