SSRRX Mutual Fund
SSRRX Mutual Fund
NAV$7.65
AUM$177M
TER0.80%
Holdings78
See how much of SSRRX you already own
SSRRX Mutual Fund
NAV$7.65
Touchstone Small Company Fund Class R6
AUM$177M
TER0.80%
Holdings78
See how much of SSRRX you already own
SSRRX Mutual Fund Overlap Analysis
SSRRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SSRRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 78 holdings, SSRRX may share significant positions with broad-market funds.
SSRRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SSRRX tax-loss harvesting finds highly correlated but non-identical funds.