SSBSX Mutual Fund
SSBSX Mutual Fund
NAV$13.62
AUM$1.8B
TER0.09%
Holdings12
See how much of SSBSX you already own
SSBSX Mutual Fund
NAV$13.62
State Street Target Retirement 2025 Fund Class K
AUM$1.8B
TER0.09%
Holdings12
See how much of SSBSX you already own
SSBSX Mutual Fund Overlap Analysis
SSBSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SSBSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 12 holdings, SSBSX may share significant positions with broad-market funds.
SSBSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SSBSX tax-loss harvesting finds highly correlated but non-identical funds.