SSAUX Mutual Fund

SSAUX Mutual Fund (State Street Target Retirement 2050 Fund Class R3) is managed by State Street Investment Management with $28.9M in net assets. SSAUX expense ratio is 0.59%, holding 6 positions across sectors including Financials. Inception date: 2022-02-11.

SSAUX performance shows a YTD return of 9.57%. The 1-year return is 13.10% and the 5-year return is 7.84%. SSAUX dividend yield stands at 1.72%.

SSAUX top holdings include State Street Equity 500 Index Ii Portfolio (39.1%), State Street Global All Cap Equity ex-U.S. Index Portfolio (37.1%), State Street Small/Mid Cap Equity Index Portfolio (12.1%), Spdr Portfolio Long Term Treasury ETF (9.6%), State Street Aggregate Bond Index Portfolio (2.9%). Go to all SSAUX holdings, SSAUX sectors, or SSAUX dividends.

SSAUX can be compared against other funds. Use SSAUX overlap to find shared positions, or SSAUX vs another fund for a side-by-side view. SSAUX alternatives are available via the screener, along with tax-loss harvesting opportunities.