SSDEX Mutual Fund Analysis & Holdings | MarketXLS

SSDEX Mutual Fund

NAV$18.76

AUM$3.4B

TER0.09%

Holdings7

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SSDEX Mutual Fund

NAV$18.76

State Street Target Retirement 2045 Fund Class K

AUM$3.4B

TER0.09%

Holdings7

See inside every fund you own

$99/yr 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 SSDEX 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 SSDEX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SSDEX Mutual Fund Overlap Analysis

SSDEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

SSDEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 7 holdings, SSDEX may share significant positions with broad-market funds.

SSDEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SSDEX tax-loss harvesting finds highly correlated but non-identical funds.