State Street Target Retirement 2035 Fund Class I (SSCJX)

Fund Assets	3.45B
Expense Ratio	0.296%
Min. Investment	$0.00
Turnover	14.00%
Dividend (ttm)	0.43
Dividend Yield	2.67%
Dividend Growth	14.68%
Payout Frequency	Annual
Ex-Dividend Date	Dec 29, 2025

Previous Close	16.35
YTD Return	8.28%
1-Year Return	10.89%
5-Year Return	39.66%
52-Week Low	14.64
52-Week High	16.72
Beta (5Y)	0.78
Holdings	10
Inception Date	Sep 30, 2014

About SSCJX

State Street Target Retirement 2035 Fund Class I is a target-date mutual fund designed for investors planning to retire around the year 2035. The fund’s primary purpose is to provide capital growth and income over the long term by shifting its asset allocation as the designated retirement year approaches. It employs a diversified, research-driven investment strategy, initially emphasizing growth through a higher allocation to equities, then gradually increasing exposure to fixed income and other conservative investments to reduce volatility as retirement nears. The fund holds a concentrated portfolio, with nearly all assets invested in a blend of underlying State Street index funds and exchange-traded funds that track U.S. large-cap equities, international equities, U.S. bonds, and other asset classes such as high-yield and long-term treasuries. This approach is intended to balance risk and return, seeking to optimize retirement outcomes for investors. With a relatively low expense ratio and no minimum investment requirement, the fund is accessible for a broad range of retirement savers and plays a significant role within retirement planning strategies by simplifying portfolio management and automatic rebalancing as investors move toward retirement.

• Fund Family: State Street Investment Management
• Category: Target-Date 2035
• Performance Rating: Average
• Risk Rating: Above Average
• Stock Exchange: Nasdaq
• Ticker Symbol: SSCJX
• Share Class: Class I
• Index: Index is not available on Lipper Database

Performance

SSCJX had a total return of 10.89% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.38%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
VTTHX	Vanguard	Vanguard Target Retirement 2035 Fund	0.08%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
SSCKX	Class K	0.09%
SSAZX	Class R3	0.59%

Top Holdings

Name	Symbol	Weight
State Street Equity 500 Index II	SSEYX	32.93%
State Street Glb All Cap Eq ex-US Idx	SSGVX	28.26%
State Street Aggregate Bond Idx	SSAFX	15.93%
State Street SPDR Portfolio Long Term Treasury ETF	SPTL	8.02%
State Street Small/Mid Cap Equity Index	SSMHX	5.61%
State Street SPDR Bloomberg High Yield Bond ETF	JNK	5.28%
State Street SPDR Bloomberg 1-10 Year TIPS ETF	TIPX	2.98%
State Street SPDR Dow Jones Global Real Estate ETF	RWO	0.78%
Ssi Us Gov Money Market Class State Street Inst Us Gov	n/a	0.21%
Usd	n/a	0.00%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 29, 2025	$1.0455	Dec 29, 2025
Dec 27, 2024	$0.7451	Dec 27, 2024
Dec 27, 2023	$0.5259	Dec 27, 2023
Dec 28, 2022	$0.6188	Dec 28, 2022
Dec 29, 2021	$0.2636	Dec 29, 2021
Dec 30, 2020	$0.643	Dec 30, 2020

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 16, 2026

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