SSMEX Mutual Fund Analysis & Holdings | MarketXLS

SSMEX Mutual Fund

NAV$10.44

AUM$2,124.21

TER1.64%

Holdings842

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SSMEX Mutual Fund

NAV$10.44

Steward Values Enhanced Small-Mid Cap Fund Class C

AUM$2,124.21

TER1.64%

Holdings842

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

SSMEX Mutual Fund Overlap Analysis

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

SSMEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 842 holdings, SSMEX may share significant positions with broad-market funds.

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