SSDWX Mutual Fund Holdings Overlap Calculator | MarketXLS

SSDWX Mutual Fund

NAV$20.62

AUM$699,641.94

TER0.29%

Holdings5

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$45/quarter Pro · Cancel anytime

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SSDWX Mutual Fund

NAV$20.62

State Street Target Retirement 2060 Fund Class I

AUM$699,641.94

TER0.29%

Holdings5

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

SSDWX Mutual Fund Overlap Analysis

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

SSDWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 5 holdings, SSDWX may share significant positions with broad-market funds.

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