SSDJX – State Street Target Retirement 2050 I Investment Strategy | Morningstar

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Strategy

The investment seeks capital growth and income over the long term. SSGA Funds Management, Inc. (the "Adviser" or "SSGA FM") manages the Target Retirement 2050 Fund using a proprietary asset allocation strategy. The fund is a "fund of funds" that invests in a combination of mutual funds and ETFs sponsored by the Adviser or its affiliates ("underlying funds"). It is intended for investors expecting to retire around the year 2050 and who are likely to stop making new investments in the fund at that time.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SSDJX	State Street Target Retirement 2050 Fund Class I	Institutional	Open			Sep 30, 2014	$2.11M	0.290%	Below Average	$0	−$2.35M
SSDLX	State Street Target Retirement 2050 Fund Class K	Retirement, Large	Open			Sep 30, 2014	$3.00B	0.090%	Low	$0	$55.98M
SSAUX	State Street Target Retirement 2050 Fund Class R3	Retirement, Medium	Open			Feb 11, 2022	$28.88M	0.590%	Low	$0	−$2.27M

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