SSAZX Mutual Fund Analysis & Holdings | MarketXLS

SSAZX Mutual Fund

NAV$16.80

AUM$22M

TER0.59%

Holdings10

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SSAZX Mutual Fund

NAV$16.80

State Street Target Retirement 2035 Fund Class R3

AUM$22M

TER0.59%

Holdings10

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

SSAZX Mutual Fund Overlap Analysis

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

SSAZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10 holdings, SSAZX may share significant positions with broad-market funds.

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