SSBNX Mutual Fund
SSBNX Mutual Fund
NAV$10.58
AUM$4M
TER0.29%
Holdings12
SSBNX Mutual Fund
NAV$10.58
State Street Target Retirement 2020 Fund Class I
AUM$4M
TER0.29%
Holdings12
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.