State Street Target Retirement 2030 Fund Class I SSBWX

Morningstar Medalist Rating
  • NAV / 1-Day Return$14.80  /  −0.20%
  • Fund Size$3.3B
  • Adjusted Expense Ratio0.290%
  • Net Expense Ratio0.150%
  • Fee Level: DistributionBelow Average
  • Share Class TypeInstitutional
  • Morningstar CategoryTarget-Date 2030
  • Equity Style Box (Funds)Large Blend
  • Fixed-Income Style Box (Funds)Medium/Moderate
  • Investment StatusOpen
  • TTM Yield2.83%
  • Turnover Ratio22%

Morningstar’s Analysis SSBWX

Will SSBWX outperform in the future?

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

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.

Rated on Published on

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Portfolio Holdings SSBWX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings99.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

State Street Equity 500 Index II

26.56887M
—

State Street Glb All Cap Eq ex-US Idx

20.58687M
—

State Street Aggregate Bond Idx

20.10671M
—

State Street® SPDR® Blmbg 1-10 YrTIPSETF

12.62421M
—

State Street® SPDR® Blmbg Hi Yld Bd ETF

6.54218M
—

State Street Small/Mid Cap Equity Index

3.93131M
—

State Street® SPDR® Dow Jones® GlbRE ETF

3.34112M
—

State Street SPDR Port L/T Trs Idx ETF

3.24108M
—

State Street® SPDR® S/T Trs Idx ETF

1.3545M
—

State StreetSPDRBbgEnhRlYldCmdStrNoK1ETF

1.2341M
—

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