Morningstar

State Street Target Retirement 2060 Fund Class I SSDWX

Morningstar Medalist Rating
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Medalist Rating as of See State Street Investment Hub
  • NAV / 1-Day Return $19.93  /  −0.30 %
  • Fund Size $1.8B
  • Adjusted Expense Ratio 0.290%
  • Net Expense Ratio 0.200%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Target-Date 2060
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) High/Extensive
  • Investment Status Open
  • TTM Yield 2.02%
  • Turnover Ratio 16%
NAV and 1-Day Return as of

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 portfolio-construction process give State Street Target Retirement series an edge.

by Jodi Lim
Rated on Published on

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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

39.10 728M
—

State Street Glb All Cap Eq ex-US Idx

38.76 721M
—

State Street Small/Mid Cap Equity Index

12.55 233M
—

State Street SPDR Portfolio L/T Trs ETF

9.31 173M
—

State Street Instl US Govt MMkt Premier

0.28 5M
Cash and Equivalents

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