About SSBRX
State Street Target Retirement 2025 Fund Class I is a target-date mutual fund designed to help investors prepare for retirement occurring around the year 2025. Its primary purpose is to provide a diversified portfolio that gradually shifts from growth-oriented assets to income-generating and defensive holdings as the retirement year approaches. This fund actively manages allocations between equities and fixed income, with recent data indicating a mix of approximately 44% stocks—spanning U.S. and international markets—and 51% bonds, enhanced by real estate and inflation-protected securities for additional balance and inflation hedging.
The fund invests through index strategies and ETFs, targeting sectors such as large-cap equities, U.S. Treasuries, global real estate, and commodity-linked assets, aiming for capital growth and current income over the long term. Institutional investors are served by its Class I designation, meaning lower fees and expense ratios, and ongoing portfolio management is handled by State Street Global Advisors. With total assets nearing $1.9 billion and a moderate risk profile, the fund is designed for individuals who intend to begin withdrawing assets for retirement soon after 2025, offering a managed glide path for reduced risk over time and broad exposure to major asset classes relevant for retirement planning.
Fund Family State Street Investment Management
Category Target-Date 2025
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol SSBRX
Share Class Class I
Index Index is not available on Lipper Database
SSBRX had a total return of 7.49% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.91%.
