SSSFX Mutual Fund
NAV$28.22
AUM$25M
TER1.34%
Holdings24
SSSFX Mutual Fund
NAV$28.22
SouthernSun Small Cap Fund
AUM$25M
TER1.34%
Holdings24

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SSSFX Mutual Fund Overlap Analysis
SSSFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SSSFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, SSSFX may share significant positions with broad-market funds.
SSSFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SSSFX tax-loss harvesting finds highly correlated but non-identical funds.