SSGSX Mutual Fund Analysis & Holdings | MarketXLS

SSGSX Mutual Fund

NAV$54.24

AUM$199M

TER1.23%

Holdings108

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SSGSX Mutual Fund

NAV$54.24

Victory Sycamore Small Company Opportunity Fund Class A

AUM$199M

TER1.23%

Holdings108

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

SSGSX Mutual Fund Overlap Analysis

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

SSGSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 108 holdings, SSGSX may share significant positions with broad-market funds.

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