SSCNX : State Street Target Retirement 2040 Fund Class I

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

SSCNX

State Street Target Retirement 2040 Fund Class I

FI Score

76 /100

Expense Ratio Rating

10 /10

Expense Rating

9 /10

Market Score

6 /10

Category Score

5 /10

Market Size

6 /10

76% FI Score
  • sscnx
  • Mutual Fund
  • Allocation
  • Target-Date

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 »

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 2040 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 2040 and likely to stop making new investments in the fund at that time.

Largest Holdings

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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