SSBOX Mutual Fund

NAV$10.66

AUM$798M

TER0.09%

Holdings12

SSBOX Mutual Fund

NAV$10.66

State Street Target Retirement 2020 Fund Class K

AUM$798M

TER0.09%

Holdings12

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Holdings Overlap Analysis

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

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.