About SSDQX
State Street Target Retirement 2055 Fund Class K is a target-date mutual fund designed for individuals planning to retire around the year 2055. The fund uses a diversified, fund-of-funds structure, investing primarily in a range of underlying State Street Global Advisors mutual funds and ETFs. Its primary objective is to achieve long-term capital growth and income by dynamically shifting asset allocation—in early years focusing heavily on global equities for growth, and gradually transitioning toward more fixed income and conservative investments as 2055 approaches.
This fund holds a mix of domestic and international stocks, as well as U.S. government bonds, and maintains a tilt toward large-cap blend equities, with significant portions allocated to both U.S. and non-U.S. equities. Its asset allocation strategy also incorporates exposure to sectors such as consumer defensive, basic materials, and energy. With an expense ratio among the lowest in its category and annual dividend distributions, the fund aims to offer a streamlined, low-cost retirement savings solution. State Street Target Retirement 2055 Fund Class K plays a key role in retirement planning by providing a professionally managed, age-appropriate investment path that adjusts risk exposure over time, supporting a smoother transition from accumulation to preservation of wealth.
Fund Family State Street Investment Management
Category Target-Date 2055
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol SSDQX
Share Class Class K
Index Index is not available on Lipper Database
SSDQX had a total return of 20.80% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.02%.
