SSFDX Mutual Fund Analysis & Holdings | MarketXLS

SSFDX Mutual Fund

NAV$85.13

AUM$574,583.49

TER0.23%

Holdings1

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SSFDX Mutual Fund

NAV$85.13

State Street Aggregate Bond Index Fund Class I

AUM$574,583.49

TER0.23%

Holdings1

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

SSFDX Mutual Fund Overlap Analysis

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

SSFDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1 holdings, SSFDX may share significant positions with broad-market funds.

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