Nasdaq - Delayed Quote USD

State Street Target Retirement 2040 K (SSCQX)

15.02
-0.04
(-0.27%)
As of 8:07:14 AM EDT. Market Open.

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
1

Broker Availability

  • Mutual Of Omaha Investor Services Inc
  • UBS Financial Services Inc
  • Protected Investors of America
  • E TRADE Financial
  • Mid Atlantic Capital Corp
  • Morgan Stanley - Brokerage Accounts
  • Pershing FundCenter
  • Scottrade Load
  • Shareholders Services Group
  • JPMorgan
  • Vanguard
  • T. Rowe Price
  • TD Ameritrade Trust Company
  • CommonWealth PPS
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Ameriprise Brokerage
  • RBC Wealth Management-Advisory Eligible
  • Mony Securities Corp
  • Vanguard NTF
  • ETrade No Load Fee
  • ETrade Load Fee
  • SunGard Transaction Network
  • Raymond James
  • Raymond James WRAP Eligible
  • Bear Stearns No-Load Transaction Fee
  • CommonWealth Universe
  • Robert W. Baird & Co.
  • JPMorgan INVEST
  • RBC Wealth Management-Network Eligible
  • DailyAccess Corporation RTC
  • DailyAccess Corporation FRIAG
  • WR Hambrecht Co LLC
  • Sterne, Agee & Leach, Inc.,
  • Firstrade
  • Scottrade TF
  • TIAA-CREF Brokerage Services
  • Thrivent – Advisory Eligible
  • Pershing FundVest NTF
  • Morgan Stanley Consulting Group Advisor
  • Matrix Financial Solutions
  • Trade PMR Transaction Fee
  • Trade PMR NTF
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • ING Financial Advisers - SAS Funds
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • Bear Stearns
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN LOAD
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Institutional NTF
  • TIAA-CREF NTF
  • MSWM Brokerage
  • DailyAccess Corporation Mid-Atlantic
  • RBC Wealth Management-Wrap Eligible
  • Securities America Inc.
  • Vanguard Load
  • Morgan Stanley Portfolio Management
  • DailyAccess Corporation Matrix
  • DailyAccess Corporation MATC
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Pershing Retirement Plan Network
  • Mid Atlantic Clearing and Settlement

Fund Summary

SSGA Funds Management, Inc. (the "Adviser" or "SSGA FM") manages the Target Retirement 2040 Fund using a proprietary asset allocation strategy. The fund is a "fund of funds" that invests in a combination of mutual funds and ETFs sponsored by the Adviser or its affiliates ("underlying funds"). It is intended for investors expecting to retire around the year 2040 and who are likely to stop making new investments in the fund at that time.

Fund Overview

Category Target-Date 2040
Fund Family State Street Global Advisors
Net Assets 2.85B
YTD Return 0.98%
Yield 2.57%
Morningstar Rating
Inception Date Feb 25, 2022

Performance & Risk

YTD Return 5.03%
5y Average Return 10.13%
Rank in Category (ytd) 11
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.20
Morningstar Risk Rating

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