Morningstar

State Street Target Retirement 2030 Fund Class I SSBWX

Morningstar Medalist Rating
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Medalist Rating as of See State Street Investment Hub
  • NAV / 1-Day Return $14.87  /  −0.20 %
  • Fund Size $3.3B
  • Adjusted Expense Ratio 0.290%
  • Net Expense Ratio 0.150%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Target-Date 2030
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 2.83%
  • Turnover Ratio 22%
NAV and 1-Day Return as of

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 portfolio-construction process give State Street Target Retirement series an edge.

by Jodi Lim
Rated on Published on

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Portfolio Holdings SSBWX

More SSBWX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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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

1.20 41M
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State Street® SPDR® Short Term Trs ETF

1.09 38M
—

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