Amount | Holding |
---|---|
36.34% | State Street Equity 500 Index II |
34.48% | State Street Glb All Cap Eq ex-US Idx |
13.26% | State Street Small/Mid Cap Equity Index |
8.93% | SPDR® Portfolio Long Term Treasury ETF |
6.72% | State Street Aggregate Bond Idx |
Expense Ratio Rating
10 /10
Expense Rating
9 /10
Market Score
6 /10
Category Score
5 /10
Market Size
6 /10
State Street Target Retirement 2040 Fund Class I
Expenses: 0.07% (Better than 1% of similar funds)
This is an OK choice for a Target-Date Allocation fund. See why »
Amount | Holding |
---|---|
36.34% | State Street Equity 500 Index II |
34.48% | State Street Glb All Cap Eq ex-US Idx |
13.26% | State Street Small/Mid Cap Equity Index |
8.93% | SPDR® Portfolio Long Term Treasury ETF |
6.72% | State Street Aggregate Bond Idx |
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