SSBRX : State Street Target Retirement 2025 Fund Class I

SSBRX is a Allocation Market Target-Date with LOW fees.

SSBRX

State Street Target Retirement 2025 Fund Class I

FI Score

78 /100

Expense Ratio Rating

10 /10

Expense Rating

10 /10

Market Score

6 /10

Category Score

5 /10

Market Size

6 /10

78% FI Score
  • ssbrx
  • Mutual Fund
  • Allocation
  • Target-Date

State Street Target Retirement 2025 Fund Class I

Expenses: 0.02% (Better than 1% of similar funds)

This is an OK choice for a Target-Date Allocation fund. See why »

Fund Summary

The investment seeks capital growth and income over the long term. SSGA Funds Management, Inc. (the "Adviser" or "SSGA FM") manages the Target Retirement 2025 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 2025 and likely to stop making new investments in the fund at that time.

Largest Holdings

Amount Holding
28.69% State Street Equity 500 Index II
23.11% State Street Glb All Cap Eq ex-US Idx
18.48% State Street Aggregate Bond Idx
9.30% SPDR® Blmbg Barclays 1-10 Year TIPS ETF
6.97% State Street Small/Mid Cap Equity Index
6.14% SPDR® Blmbg Barclays High Yield Bd ETF
4.41% SPDR® Portfolio Long Term Treasury ETF
2.58% SPDR® Dow Jones Global Real Estate ETF
0.05% SPDR® Portfolio Short Term Corp Bd ETF

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2021   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo