SSIIX Mutual Fund Analysis & Holdings | MarketXLS

SSIIX Mutual Fund

NAV$19.39

AUM$16M

TER1.85%

Holdings55

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SSIIX Mutual Fund

NAV$19.39

Ocean Park Tactical Core Income Fund Investor Class

AUM$16M

TER1.85%

Holdings55

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

SSIIX Mutual Fund Overlap Analysis

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

SSIIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 55 holdings, SSIIX may share significant positions with broad-market funds.

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