SSMAX Mutual Fund

NAV$11.20

TER0.72%

Holdings449

SSMAX Mutual Fund

NAV$11.20

SEI Institutional Investment Trust - Small/Mid Cap Equity Fund Class A

TER0.72%

Holdings449

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Holdings Overlap Analysis

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

SSMAX Mutual Fund Overlap Analysis

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

SSMAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 449 holdings, SSMAX may share significant positions with broad-market funds.

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