SSBOX Mutual Fund
SSBOX Mutual Fund
NAV$10.66
AUM$798M
TER0.09%
Holdings12
See how much of SSBOX you already own
SSBOX Mutual Fund
NAV$10.66
State Street Target Retirement 2020 Fund Class K
AUM$798M
TER0.09%
Holdings12
See how much of SSBOX you already own
SSBOX Mutual Fund Overlap Analysis
SSBOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SSBOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 12 holdings, SSBOX may share significant positions with broad-market funds.
SSBOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SSBOX tax-loss harvesting finds highly correlated but non-identical funds.