SSGNX Mutual Fund
SSGNX Mutual Fund
NAV$13.73
AUM$94M
TER0.09%
Holdings6
SSGNX Mutual Fund
NAV$13.73
State Street Target Retirement 2070 Fund Class K
AUM$94M
TER0.09%
Holdings6
SSGNX Mutual Fund Overlap Analysis
SSGNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SSGNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 6 holdings, SSGNX may share significant positions with broad-market funds.
SSGNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SSGNX tax-loss harvesting finds highly correlated but non-identical funds.