SUSIX Mutual Fund Analysis & Holdings | MarketXLS

SUSIX Mutual Fund

NAV$14.84

AUM$325M

TER0.38%

Holdings99

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SUSIX Mutual Fund

NAV$14.84

State Street Institutional US Equity Fund Investment Class

AUM$325M

TER0.38%

Holdings99

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 SUSIX 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 SUSIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SUSIX Mutual Fund Overlap Analysis

SUSIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

SUSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 99 holdings, SUSIX may share significant positions with broad-market funds.

SUSIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SUSIX tax-loss harvesting finds highly correlated but non-identical funds.