SSBOX Mutual Fund

SSBOX Mutual Fund

NAV$10.66
See how much of SSBOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials

Net Assets
$798M
Expense Ratio
0.09%
Dividend Yield (Current)
3.79%
Holdings
12
Inception Date
Sep 30, 2014
Fund Family
SPDR State Street Global Advisors
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually
SEC 30-Day Yield
PRO

Performance

YTD+2.53%
1 Year+5.71%
3 Year+1.82%
5 Year+4.94%
10 Year+4.95%

Asset Allocation

Cash: 0.46%
Other: 99.55%
See how much of SSBOX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Dividend Summary

View Details →
Dividend Yield (Current)
3.79%
Frequency
Annually
Latest Distribution
$0.89
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

SSBOX Mutual Fund Overview

SSBOX Mutual Fund (State Street Target Retirement 2020 Fund Class K) is managed by SPDR State Street Global Advisors with $797.6M in net assets. SSBOX expense ratio is 0.09%, holding 12 positions across various sectors. Inception date: 2014-09-30.

SSBOX performance shows a YTD return of 2.53%. The 1-year return is 5.71% and the 5-year return is 4.94%. SSBOX dividend yield stands at 3.79%, paid annually.

SSBOX top holdings include a diversified portfolio. Go to all SSBOX holdings, SSBOX sectors, or SSBOX dividends.

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