SSSIX Mutual Fund
SSSIX Mutual Fund
NAV$28.69
AUM$222M
TER1.09%
Holdings24
See how much of SSSIX you already own
SSSIX Mutual Fund
NAV$28.69
SouthernSun Small Cap Fund Class I
AUM$222M
TER1.09%
Holdings24
See how much of SSSIX you already own
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.