SSAYX Mutual Fund
SSAYX Mutual Fund
NAV$20.60
AUM$12M
TER0.59%
Holdings5
SSAYX Mutual Fund
NAV$20.60
State Street Target Retirement 2060 Fund Class R3
AUM$12M
TER0.59%
Holdings5
SSAYX Mutual Fund Overlap Analysis
SSAYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SSAYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 5 holdings, SSAYX may share significant positions with broad-market funds.
SSAYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SSAYX tax-loss harvesting finds highly correlated but non-identical funds.