SSAZX Mutual Fund

SSAZX Mutual Fund (State Street Target Retirement 2035 Fund Class R3) is managed by SPDR State Street Global Advisors with $22.6M in net assets. SSAZX expense ratio is 0.59%, holding 10 positions across sectors including Financials. Inception date: 2022-02-25.

SSAZX performance shows a YTD return of 7.09%. The 1-year return is 15.85% and the 5-year return is 6.31%. SSAZX dividend yield stands at 5.93%, paid annually.

SSAZX top holdings include State Street Equity 500 Index Ii Portfolio (31.9%), State Street Global All Cap Equity ex-U.S. Index Portfolio (29.3%), State Street Aggregate Bond Index Portfolio (16.1%), Spdr Port Lng Trm Trsry (8.2%), State Street Small/Mid Cap Equity Index Portfolio (5.9%). Go to all SSAZX holdings, SSAZX sectors, or SSAZX dividends.

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