SSFQX Mutual Fund
SSFQX Mutual Fund
NAV$12.09
AUM$14M
TER0.59%
Holdings13
SSFQX Mutual Fund
NAV$12.09
State Street Target Retirement Fund Class R3
AUM$14M
TER0.59%
Holdings13
SSFQX Mutual Fund Overlap Analysis
SSFQX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SSFQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 13 holdings, SSFQX may share significant positions with broad-market funds.
SSFQX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SSFQX tax-loss harvesting finds highly correlated but non-identical funds.