SSDYX Mutual Fund Analysis & Holdings | MarketXLS

SSDYX Mutual Fund

NAV$20.68

AUM$1.8B

TER0.09%

Holdings5

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SSDYX Mutual Fund

NAV$20.68

State Street Target Retirement 2060 Fund Class K

AUM$1.8B

TER0.09%

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

SSDYX Mutual Fund Overlap Analysis

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

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

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