SSMEX Mutual Fund
SSMEX Mutual Fund
NAV$10.44
AUM$2,124.21
TER1.64%
Holdings842
See how much of SSMEX you already own
SSMEX Mutual Fund
NAV$10.44
Steward Values Enhanced Small-Mid Cap Fund Class C
AUM$2,124.21
TER1.64%
Holdings842
See how much of SSMEX you already own
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.