SSAWX Mutual Fund
SSAWX Mutual Fund
NAV$19.77
AUM$28M
TER0.59%
Holdings5
See how much of SSAWX you already own
SSAWX Mutual Fund
NAV$19.77
State Street Target Retirement 2055 Fund
AUM$28M
TER0.59%
Holdings5
See how much of SSAWX you already own
SSAWX Mutual Fund Overlap Analysis
SSAWX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SSAWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 5 holdings, SSAWX may share significant positions with broad-market funds.
SSAWX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SSAWX tax-loss harvesting finds highly correlated but non-identical funds.