State Street Target Retirement 2030 FundSSBYX
Type
Mutual fund
Peer group
Target-date
Net assets
$3.3B
Expense ratio
0.09%
1-year return
+13.7%
3 years, a year
+13.6%
5 years, a year
+6.2%
12-month yield
6.46%
Holdings
13
What it aims to do.
The investment objective of the State Street Target Retirement 2030 Fund (the Target Retirement 2030 Fund ? or the Fund) is to seek capital growth and income over the long term.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| State Street Equity 500 Index II Portfolio | 26.77% |
| State Street Global All Cap Equity ex-U.S. Index Portfolio | 22.27% |
| State Street Aggregate Bond Index Portfolio | 19.90% |
| State Street SPDR Bloomberg 1-10 Year TIPS ETF | 11.17% |
| State Street SPDR Bloomberg High Yield Bond ETF | 6.21% |
| State Street Small/Mid Cap Equity Index Portfolio | 4.19% |
| State Street SPDR Portfolio Long Term Treasury ETF | 3.58% |
| State Street Global Advisors | 3.57% |
| State Street SPDR Dow Jones Global Real Estate ETF | 3.02% |
| State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF | 0.83% |
More on SSBYX.
- SSBYX overview
- SSBYX holdings
- SSBYX risk
- SSBYX costs
- SSBYX money in and out
- SSBYX share classes
- Compare SSBYX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.