Morningstar

State Street Target Retirement 2030 Fund Class I SSBWX

Morningstar Medalist Rating
Medalist Rating as of | See State Street Investment Hub
  • NAV / 1-Day Return 14.89  /  −0.53 %
  • Total Assets 3.5B
  • Adj. Expense Ratio
    0.290%
  • Expense Ratio 0.150%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Target-Date 2030
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.81%
  • Turnover 22%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis SSBWX

Will SSBWX 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 SSBWX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SSBWX 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 SSBWX’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 construction process give State Street Target Retirement an edge.

by Jodi Lim
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SSBWX

More SSBWX Holdings
  • 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

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29.26 1B
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State Street Aggregate Bond Idx

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State Street® SPDR® Blmbg 1-10 YrTIPSETF

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6.06 210M
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State Street SPDR Portfolio L/T Trs ETF

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State Street® SPDR® Dow Jones® GlbRE ETF

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State StreetSPDRBbgEnhRlYldCmdStrNoK1ETF

0.84 29M
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State Street® SPDR® Short Term Trs ETF

0.80 28M
—

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