SSBSX Mutual Fund Analysis & Holdings | MarketXLS

SSBSX Mutual Fund

NAV$13.73

AUM$1.8B

TER0.09%

Holdings12

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SSBSX Mutual Fund

NAV$13.73

State Street Target Retirement 2025 Fund Class K

AUM$1.8B

TER0.09%

Holdings12

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

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.