SSSWX Mutual Fund Analysis & Holdings | MarketXLS

SSSWX Mutual Fund

NAV$578.44

AUM$86M

TER0.22%

Holdings1

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SSSWX Mutual Fund

NAV$578.44

State Street Equity 500 Index Fund Class I

AUM$86M

TER0.22%

Holdings1

See inside every fund you own

$45/quarter 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 SSSWX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

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

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 1 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.