SSIAX Mutual Fund
SSIAX Mutual Fund
NAV$35.61
AUM$297M
TER0.95%
Holdings207
See how much of SSIAX you already own
SSIAX Mutual Fund
NAV$35.61
1919 Socially Responsive Balanced Fund Class A
AUM$297M
TER0.95%
Holdings207
See how much of SSIAX you already own
SSIAX Mutual Fund Overlap Analysis
SSIAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SSIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 207 holdings, SSIAX may share significant positions with broad-market funds.
SSIAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SSIAX tax-loss harvesting finds highly correlated but non-identical funds.