SSCJX : State Street Target Retirement 2035 Fund Class I

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

SSCJX

State Street Target Retirement 2035 Fund Class I

FI Score

73 /100

Expense Ratio Rating

9 /10

Expense Rating

9 /10

Market Score

6 /10

Category Score

5 /10

Market Size

6 /10

73% FI Score
  • sscjx
  • Mutual Fund
  • Allocation
  • Target-Date

State Street Target Retirement 2035 Fund Class I

Expenses: 0.12% (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 2035 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 2035 and likely to stop making new investments in the fund at that time.

Largest Holdings

Amount Holding
35.08% State Street Equity 500 Index II
32.09% State Street Glb All Cap Eq ex-US Idx
11.14% State Street Small/Mid Cap Equity Index
10.69% State Street Aggregate Bond Idx
8.99% SPDR® Portfolio Long Term Treasury ETF
1.92% SPDR® Blmbg Barclays High Yield 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

© 2024   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