SSAKX Mutual Fund

SSAKX Mutual Fund (State Street Target Retirement 2040 Fund Class R3) is managed by SPDR State Street Global Advisors with $36.2M in net assets. SSAKX expense ratio is 0.59%, holding 8 positions across sectors including Financials. Inception date: 2022-02-25.

SSAKX performance shows a YTD return of 7.81%. The 1-year return is 17.21% and the 5-year return is 6.85%. SSAKX dividend yield stands at 6.14%, paid annually.

SSAKX top holdings include State Street Equity 500 Index Ii Portfolio (36.8%), State Street Global All Cap Equity ex-U.S. Index Portfolio (32.6%), State Street Aggregate Bond Index Portfolio (11.0%), Spdr Port Lng Trm Trsry (9.6%), State Street Small/Mid Cap Equity Index Portfolio (8.1%). Go to all SSAKX holdings, SSAKX sectors, or SSAKX dividends.

SSAKX can be compared against other funds. Use SSAKX overlap to find shared positions, or SSAKX vs another fund for a side-by-side view. SSAKX alternatives are available via the screener, along with tax-loss harvesting opportunities.