SSSFX Mutual Fund
SSSFX Mutual Fund
NAV$27.99
AUM$25M
TER1.34%
Holdings24
See how much of SSSFX you already own
SSSFX Mutual Fund
NAV$27.99
SouthernSun Small Cap Fund
AUM$25M
TER1.34%
Holdings24
See how much of SSSFX you already own
SSSFX Mutual Fund Overlap Analysis
SSSFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SSSFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, SSSFX may share significant positions with broad-market funds.
SSSFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SSSFX tax-loss harvesting finds highly correlated but non-identical funds.