State Street Target Retirement’s well-rounded team thoughtfully constructs a diversified and low-cost offering, continually enhanced through its robust research.
State Street Target Retirement 2060 I SSDWX
- NAV / 1-Day Return 14.63 / +0.07 %
- Total Assets 850.2 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.290%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Target-Date 2060
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity High/Extensive
- Status Open
- TTM Yield 2.02%
- Turnover 8%
USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0
Morningstar’s Analysis SSDWX
Will SSDWX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 99.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
State Street Glb All Cap Eq ex-US Idx | 37.46 | 324.6 Mil | — |
State Street Equity 500 Index II | 37.08 | 321.3 Mil | — |
State Street Small/Mid Cap Equity Index | 16.01 | 138.8 Mil | — |
SPDR® Portfolio Long Term Treasury ETF | 9.06 | 78.5 Mil | — |
State Street Instl US Govt MMkt Premier | 0.39 | 3.4 Mil | Cash and Equivalents |