SSBNX Mutual Fund
SSBNX Mutual Fund
NAV$10.58
AUM$4M
TER0.29%
Holdings12
See how much of SSBNX you already own
SSBNX Mutual Fund
NAV$10.58
State Street Target Retirement 2020 Fund Class I
AUM$4M
TER0.29%
Holdings12
See how much of SSBNX you already own
SSBNX Mutual Fund Overlap Analysis
SSBNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SSBNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 12 holdings, SSBNX may share significant positions with broad-market funds.
SSBNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SSBNX tax-loss harvesting finds highly correlated but non-identical funds.