SSSEX Mutual Fund
NAV$13.09
AUM$23M
TER1.42%
Holdings327
SSSEX Mutual Fund
NAV$13.09
State Street Small-Cap Equity V.I.S. Fund Class 1
AUM$23M
TER1.42%
Holdings327
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SSSEX Mutual Fund Overlap Analysis
SSSEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SSSEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 327 holdings, SSSEX may share significant positions with broad-market funds.
SSSEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SSSEX tax-loss harvesting finds highly correlated but non-identical funds.