SSFRX Mutual Fund Analysis & Holdings | MarketXLS

SSFRX Mutual Fund

NAV$578.54

AUM$43M

TER0.62%

Holdings1

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SSFRX Mutual Fund

NAV$578.54

State Street Equity 500 Index Fund Class R

AUM$43M

TER0.62%

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

SSFRX Mutual Fund Overlap Analysis

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

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

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