SSMOX Mutual Fund

NAV$12.57

AUM$5M

TER0.53%

Holdings842

SSMOX Mutual Fund

NAV$12.57

Steward Values Enhanced Small-Mid Cap Fund Class R6

AUM$5M

TER0.53%

Holdings842

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Holdings Overlap Analysis

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

SSMOX Mutual Fund Overlap Analysis

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

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

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