SSBIX Mutual Fund
SSBIX Mutual Fund
NAV$15.24
AUM$633M
TER0.05%
Holdings2,478
See how much of SSBIX you already own
SSBIX Mutual Fund
NAV$15.24
State Street Balanced Index Fund Class K
AUM$633M
TER0.05%
Holdings2,478
See how much of SSBIX you already own
SSBIX Mutual Fund Overlap Analysis
SSBIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SSBIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2478 holdings, SSBIX may share significant positions with broad-market funds.
SSBIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SSBIX tax-loss harvesting finds highly correlated but non-identical funds.