SSBIX Mutual Fund
NAV$14.85
AUM$625M
TER0.05%
Holdings2,495
SSBIX Mutual Fund
NAV$14.85
State Street Balanced Index Fund Class K
AUM$625M
TER0.05%
Holdings2,495

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SSBIX Mutual Fund Overlap Analysis
SSBIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SSBIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2495 holdings, SSBIX may share significant positions with broad-market funds.
SSBIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SSBIX tax-loss harvesting finds highly correlated but non-identical funds.