SSMAX Mutual Fund
SSMAX Mutual Fund
NAV$10.76
TER0.72%
Holdings458
See how much of SSMAX you already own
SSMAX Mutual Fund
NAV$10.76
SEI Institutional Investment Trust - Small/Mid Cap Equity Fund Class A
TER0.72%
Holdings458
See how much of SSMAX you already own
SSMAX Mutual Fund Overlap Analysis
SSMAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SSMAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 458 holdings, SSMAX may share significant positions with broad-market funds.
SSMAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SSMAX tax-loss harvesting finds highly correlated but non-identical funds.