SSFRX Mutual Fund
SSFRX Mutual Fund
NAV$572.60
AUM$46M
TER0.62%
Holdings507
See how much of SSFRX you already own
SSFRX Mutual Fund
NAV$572.60
State Street Equity 500 Index Fund Class R
AUM$46M
TER0.62%
Holdings507
See how much of SSFRX you already own
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 507 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.