About SSFOX
State Street Target Retirement Fund Class K is a target-date retirement mutual fund designed to deliver current income with a secondary objective of capital growth. It follows a fund‑of‑funds approach, allocating across State Street index funds and SPDR ETFs spanning U.S. large‑cap equities, small/mid‑cap equities, international stocks, investment‑grade core bonds, short‑term Treasuries, inflation‑protected securities, high yield bonds, and real assets such as global real estate. The glide path is managed conservatively for investors already in or entering retirement, emphasizing income and risk control while retaining diversified equity exposure for longevity risk. The portfolio’s low-cost structure is supported by a contractual expense cap targeting a 0.09% operating expense level, enhancing net-of-fee efficiency. Representative holdings include aggregate U.S. bonds, 1–10 year TIPS, short-term Treasuries, broad U.S. equity, ex‑U.S. all‑cap equity, high yield bonds, short-term corporates, and global real estate, reflecting a balanced, inflation-aware mix. This fund serves as a core, all‑in‑one solution for retirement-phase investors seeking systematic diversification and professionally managed asset allocation across major global markets.
Fund Family State Street Investment Management
Category Target-Date Retirement
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol SSFOX
Share Class Class K
Index Index is not available on Lipper Database
SSFOX had a total return of 11.88% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.66%.
