SSAWX Mutual Fund
SSAWX Mutual Fund
SSAWX Mutual Fund
State Street Target Retirement 2055 Fund
SSAWX Mutual Fund Overview
SSAWX Mutual Fund (State Street Target Retirement 2055 Fund) is managed by State Street Investment Management with $28.4M in net assets. SSAWX expense ratio is 0.59%, holding 5 positions across sectors including Financials. Inception date: 2022-02-25.
SSAWX performance shows a YTD return of 10.08%. The 1-year return is 13.70% and the 5-year return is 8.01%. SSAWX dividend yield stands at 1.65%.
SSAWX top holdings include State Street Equity 500 Index Ii Portfolio (39.3%), State Street Global All Cap Equity ex-U.S. Index Portfolio (38.3%), State Street Small/Mid Cap Equity Index Portfolio (13.6%), Spdr Portfolio Long Term Treasury ETF (9.6%), State Street Institutional US Government Money Market Fund (0.1%). Go to all SSAWX holdings, SSAWX sectors, or SSAWX dividends.
SSAWX can be compared against other funds. Use SSAWX overlap to find shared positions, or SSAWX vs another fund for a side-by-side view. SSAWX alternatives are available via the screener, along with tax-loss harvesting opportunities.