SSSIX Mutual Fund
SSSIX Mutual Fund
NAV$30.10
AUM$233M
TER1.09%
Holdings24
SSSIX Mutual Fund
NAV$30.10
SouthernSun Small Cap Fund Class I
AUM$233M
TER1.09%
Holdings24
SSSIX Mutual Fund Overlap Analysis
SSSIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SSSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, SSSIX may share significant positions with broad-market funds.
SSSIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SSSIX tax-loss harvesting finds highly correlated but non-identical funds.