SSBWX Mutual Fund
SSBWX Mutual Fund
SSBWX Mutual Fund
State Street Target Retirement 2030 Fund Class I
SSBWX Mutual Fund Overview
SSBWX Mutual Fund (State Street Target Retirement 2030 Fund Class I) is managed by State Street Investment Management with $11.0M in net assets. SSBWX expense ratio is 0.29%, holding 13 positions across sectors including Financials. Inception date: 2014-09-30.
SSBWX performance shows a YTD return of 6.15%. The 1-year return is 8.56% and the 5-year return is 6.00%. SSBWX dividend yield stands at 6.49%, paid annually.
SSBWX top holdings include State Street Equity 500 Index Ii Portfolio (29.0%), State Street Global All Cap Equity ex-U.S. Index Portfolio (22.4%), State Street Aggregate Bond Index Portfolio (18.4%), Spdr Bloomberg Barclays Tips ETF (12.1%), SPDR Bloomberg High Yield Bond ETF (6.5%). Go to all SSBWX holdings, SSBWX sectors, or SSBWX dividends.
SSBWX can be compared against other funds. Use SSBWX overlap to find shared positions, or SSBWX vs another fund for a side-by-side view. SSBWX alternatives are available via the screener, along with tax-loss harvesting opportunities.