SSAYX Mutual Fund
SSAYX Mutual Fund
NAV$20.31
AUM$12M
TER0.59%
Holdings5
See how much of SSAYX you already own
SSAYX Mutual Fund
NAV$20.31
State Street Target Retirement 2060 Fund Class R3
AUM$12M
TER0.59%
Holdings5
See how much of SSAYX you already own
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.