SSMOX Mutual Fund
SSMOX Mutual Fund
NAV$12.00
AUM$5M
TER0.53%
Holdings842
See how much of SSMOX you already own
SSMOX Mutual Fund
NAV$12.00
Steward Values Enhanced Small-Mid Cap Fund Class R6
AUM$5M
TER0.53%
Holdings842
See how much of SSMOX you already own
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.