State Street Target Retirement FundSSFQX

MUTUAL FUNDState Street
Type
Mutual fund
Peer group
Target-date
Net assets
$1.4B
Expense ratio
0.59%
1-year return
+9.5%
3 years, a year
+8.0%
5 years, a year
—
Holdings
13

What it aims to do.

The investment objective of the State Street Target Retirement Fund (the Target Retirement Fund ? or the Fund) is to seek current income and, secondarily, capital growth .

Top 10 holdings.

Holding% of fund
State Street Aggregate Bond Index Portfolio19.87%
State Street SPDR Bloomberg 1-10 Year TIPS ETF16.83%
State Street SPDR Portfolio Short Term Treasury ETF15.76%
State Street Equity 500 Index II Portfolio14.03%
State Street Global All Cap Equity ex-U.S. Index Portfolio10.18%
State Street SPDR Bloomberg High Yield Bond ETF6.61%
State Street SPDR Dow Jones Global Real Estate ETF4.74%
State Street Global Advisors4.33%
State Street SPDR Portfolio Short Term Corporate Bond ETF4.00%
State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF3.26%

More on SSFQX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.