SSRRX Mutual Fund

NAV$8.04

AUM$172M

TER0.80%

Holdings78

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

SSRRX Mutual Fund

NAV$8.04

Touchstone Small Company Fund Class R6

AUM$172M

TER0.80%

Holdings78

See inside every fund you own

$99/yr 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 SSRRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings SSRRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.