SSUAX Mutual Fund
SSUAX Mutual Fund
NAV$15.85
AUM$1M
TER1.28%
Holdings102
See how much of SSUAX you already own
SSUAX Mutual Fund
NAV$15.85
Guggenheim Small Cap Value Fund Class A
AUM$1M
TER1.28%
Holdings102
See how much of SSUAX you already own
SSUAX Mutual Fund Overlap Analysis
SSUAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SSUAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 102 holdings, SSUAX may share significant positions with broad-market funds.
SSUAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SSUAX tax-loss harvesting finds highly correlated but non-identical funds.