SSIZX Mutual Fund

NAV$19.39

AUM$21M

TER1.85%

Holdings55

See how much of SSIZX you already own

Just $25 once·$69/mo·Download sample

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SSIZX Mutual Fund

NAV$19.39

Ocean Park Tactical Core Income Fund Class A

AUM$21M

TER1.85%

Holdings55

See how much of SSIZX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

SSIZX Mutual Fund Overlap Analysis

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

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

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