SSUPX Mutual Fund
SSUPX Mutual Fund
NAV$15.96
AUM$58,048.8
TER1.28%
Holdings102
SSUPX Mutual Fund
NAV$15.96
Guggenheim Small Cap Value Fund Class P
AUM$58,048.8
TER1.28%
Holdings102
SSUPX Mutual Fund Overlap Analysis
SSUPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SSUPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 102 holdings, SSUPX may share significant positions with broad-market funds.
SSUPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SSUPX tax-loss harvesting finds highly correlated but non-identical funds.