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State Street Target Retirement K (SSFOX)

11.03
-0.07
(-0.63%)
At close: 6:47:42 PM EDT

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

  • Mid Atlantic Capital Corp
  • Schwab Institutional
  • TD Ameritrade Trust Company
  • (Junk)CommonWealth PPS
  • Fidelity Retail FundsNetwork
  • Fidelity Retail FundsNetwork-NTF
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Raymond James
  • Commonwealth Universe
  • Ameritas NTFN
  • ADP Access
  • Mid Atlantic Capital Group
  • ADP Access Open Fund Architecture
  • ADP Access Tier 0
  • ADP Access Tier 1
  • H Beck Inc.
  • Schwab All (Retail, Instl, Retirement)
  • Schwab Retirement Only
  • ADP Access Tier 2
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • ADP Advisor Access 3(21) Tier 0
  • ADP Advisor Access 3(21) Tier 2
  • ADP Advisor Access Tier 0
  • ADP Advisor Access Tier 2
  • ADP SPS 3(38) Tier 2
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

SSGA Funds Management, Inc. (the "Adviser" or "SSGA FM") manages the Target Retirement 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"). Its assets are allocated among the underlying funds according to a target asset allocation strategy that emphasizes fixed income, but also includes a smaller allocation to equity and certain other asset classes.

Fund Overview

Category Target-Date Retirement
Fund Family State Street Global Advisors
Net Assets 1.47B
YTD Return 1.86%
Yield 3.82%
Morningstar Rating
Inception Date Feb 25, 2022

Performance & Risk

YTD Return 3.26%
5y Average Return 5.62%
Rank in Category (ytd) 40
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.71
Morningstar Risk Rating

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