SSMHX Mutual Fund

NAV$379.01

AUM$2.9B

TER0.02%

Holdings2,477

SSMHX Mutual Fund

NAV$379.01

State Street Small/Mid Cap Equity Index Portfolio

AUM$2.9B

TER0.02%

Holdings2,477

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Holdings Overlap Analysis

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

SSMHX Mutual Fund Overlap Analysis

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

SSMHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2477 holdings, SSMHX may share significant positions with broad-market funds.

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