SSBWX : State Street Target Retirement 2030 Fund Class I

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

SSBWX

State Street Target Retirement 2030 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
  • ssbwx
  • Mutual Fund
  • Allocation
  • Target-Date

State Street Target Retirement 2030 Fund Class I

Expenses: 0.04% (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 2030 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 2030 and likely to stop making new investments in the fund at that time.

Largest Holdings

Amount Holding
32.73% State Street Equity 500 Index II
28.99% State Street Glb All Cap Eq ex-US Idx
14.99% State Street Aggregate Bond Idx
9.05% State Street Small/Mid Cap Equity Index
8.78% SPDR® Portfolio Long Term Treasury ETF
4.64% SPDR® Blmbg Barclays High Yield Bd ETF
0.46% SPDR® Blmbg Barclays 1-10 Year TIPS ETF
0.12% SPDR® Dow Jones Global Real Estate ETF

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