Morningstar

State Street Target Retirement 2060 Fund Class I SSDWX

Morningstar Medalist Rating
Medalist Rating as of | See State Street Investment Hub
  • NAV / 1-Day Return 19.89  /  −0.95 %
  • Total Assets 1.8B
  • Adj. Expense Ratio
    0.290%
  • Expense Ratio 0.200%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Target-Date 2060
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High/Extensive
  • Status Open
  • TTM Yield 2.01%
  • Turnover 16%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis SSDWX

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

  • People Pillar

    The People Pillar is our evaluation of the SSDWX 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 SSDWX’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 construction process give State Street Target Retirement an edge.

by Jodi Lim
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SSDWX

More SSDWX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

State Street Equity 500 Index II

39.56 713M
—

State Street Glb All Cap Eq ex-US Idx

38.56 695M
—

State Street Small/Mid Cap Equity Index

12.95 233M
—

State Street SPDR Portfolio L/T Trs ETF

8.58 155M
—

State Street Instl US Govt MMkt Premier

0.34 6M
Cash and Equivalents

Usd

0.00 3
Cash and Equivalents

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