SSSWX Mutual Fund
SSSWX Mutual Fund
NAV$574.65
AUM$73M
TER0.22%
Holdings507
See how much of SSSWX you already own
SSSWX Mutual Fund
NAV$574.65
State Street Equity 500 Index Fund Class I
AUM$73M
TER0.22%
Holdings507
See how much of SSSWX you already own
SSSWX Mutual Fund Overlap Analysis
SSSWX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SSSWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 507 holdings, SSSWX may share significant positions with broad-market funds.
SSSWX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SSSWX tax-loss harvesting finds highly correlated but non-identical funds.