SSIRX Mutual Fund

NAV$19.24

AUM$985M

TER1.45%

Holdings55

SSIRX Mutual Fund

NAV$19.24

Ocean Park Tactical Core Income Fund Institutional Class

AUM$985M

TER1.45%

Holdings55

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Holdings Overlap Analysis

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

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.