Morningstar

State Street Target Retirement 2030 I SSBWX

Morningstar Medalist Rating
Medalist Rating as of | See State Street Investment Hub
  • NAV / 1-Day Return 13.96  /  −0.29 %
  • Total Assets 3.1 Bil
  • Adj. Expense Ratio
    0.290%
  • Expense Ratio 0.290%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Target-Date 2030
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.44%
  • Turnover 12%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis SSBWX

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

  • People Pillar

    The People Pillar is our evaluation of the SSBWX 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 SSBWX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A compelling and strategic target-date option.

Senior Analyst Megan Pacholok

Megan Pacholok

Senior Analyst

Summary

State Street Target Retirement’s well-rounded team thoughtfully constructs a diversified and low-cost offering, continually enhanced through its robust research.

by Megan Pacholok
Rated on Published on

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Portfolio Holdings SSBWX

More SSBWX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

State Street Equity 500 Index II

27.67 824.4 Mil
—

State Street Glb All Cap Eq ex-US Idx

24.26 722.9 Mil
—

State Street Aggregate Bond Idx

18.57 553.5 Mil
—

SPDR® Blmbg 1-10 Year TIPS ETF

8.52 253.9 Mil
—

State Street Small/Mid Cap Equity Index

7.08 210.9 Mil
—

SPDR® Blmbg High Yield Bd ETF

6.08 181.0 Mil
—

SPDR® Portfolio Long Term Treasury ETF

5.37 159.9 Mil
—

SPDR® Dow Jones® Global Real Estate ETF

2.32 69.3 Mil
—

State Street Instl US Govt MMkt Premier

0.14 4.1 Mil
Cash and Equivalents

Usd

0.00 71
Cash and Equivalents

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