SSPIX Mutual Fund Analysis & Holdings | MarketXLS

SSPIX Mutual Fund

NAV$114.96

AUM$1.1B

TER0.54%

Holdings506

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SSPIX Mutual Fund

NAV$114.96

SIMT S&P 500 Index Fund Class F

AUM$1.1B

TER0.54%

Holdings506

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

SSPIX Mutual Fund Overlap Analysis

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

SSPIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 506 holdings, SSPIX may share significant positions with broad-market funds.

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