SSIRX Mutual Fund
SSIRX Mutual Fund
NAV$19.19
AUM$931M
TER1.45%
Holdings55
See how much of SSIRX you already own
SSIRX Mutual Fund
NAV$19.19
Ocean Park Tactical Core Income Fund Institutional Class
AUM$931M
TER1.45%
Holdings55
See how much of SSIRX you already own
SSIRX Mutual Fund Overlap Analysis
SSIRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SSIRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 55 holdings, SSIRX may share significant positions with broad-market funds.
SSIRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SSIRX tax-loss harvesting finds highly correlated but non-identical funds.