Morningstar

State Street Target Retirement 2030 Fund Class K SSBYX

Morningstar Medalist Rating
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Medalist Rating as of See State Street Investment Hub
  • NAV / 1-Day Return $15.00  /  −0.20 %
  • Fund Size $3.3B
  • Adjusted Expense Ratio 0.090%
  • Net Expense Ratio 0.010%
  • Fee Level: Distribution Low
  • Share Class Type Retirement, Large
  • Morningstar Category Target-Date 2030
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 2.89%
  • Turnover Ratio 22%
NAV and 1-Day Return as of

Morningstar’s Analysis SSBYX

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

  • People Pillar

    The People Pillar is our evaluation of the SSBYX 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 SSBYX’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 SSBYX

More SSBYX 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

State Street Equity 500 Index II

27.36 940M
—

State Street Glb All Cap Eq ex-US Idx

21.35 733M
—

State Street Aggregate Bond Idx

19.55 672M
—

State Street® SPDR® Blmbg 1-10 YrTIPSETF

11.97 411M
—

State Street® SPDR® Blmbg Hi Yld Bd ETF

6.47 222M
—

State Street Small/Mid Cap Equity Index

3.93 135M
—

State Street SPDR Portfolio L/T Trs ETF

3.35 115M
—

State Street® SPDR® Dow Jones® GlbRE ETF

3.21 110M
—

State StreetSPDRBbgEnhRlYldCmdStrNoK1ETF

1.20 41M
—

State Street® SPDR® Short Term Trs ETF

1.09 38M
—

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