Morningstar

State Street Target Retirement 2025 Fund Class R3 SSAHX

Morningstar Medalist Rating
Medalist Rating as of | See State Street Investment Hub
  • NAV / 1-Day Return 13.47  /  +0.07 %
  • Total Assets 1.8B
  • Adj. Expense Ratio
    0.590%
  • Expense Ratio 0.480%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Target-Date 2025
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Status Open
  • TTM Yield 2.78%
  • Turnover 18%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis SSAHX

Will SSAHX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SSAHX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SSAHX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SSAHX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A steady target-date series.

Senior Analyst Jodi Lim

Jodi Lim

Senior Analyst

Summary

An engaged, research-driven team and disciplined portfolio-construction process give State Street Target Retirement series an edge.

by Jodi Lim
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SSAHX

More SSAHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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