State Street Global Advisors’ Target Retirement mutual fund series has a significant cost advantage versus peers, a track record of improving diversification, and State Street’s experience as a provider of retirement solutions ensures that this series will sustain its edge over competitors. The cheapest K share class continues to earn a Morningstar Analyst Rating of Silver, while the more expensive I share class now gets a Bronze rating.
Will SSDDX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SSDDX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the SSDDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of SSDDX’s parent organization’s priorities and whether they’re in line with investors’ interests.