SSBRX Mutual Fund
SSBRX Mutual Fund
SSBRX Mutual Fund
State Street Target Retirement 2025 Fund Class I
SSBRX Mutual Fund Overview
SSBRX Mutual Fund (State Street Target Retirement 2025 Fund Class I) is managed by SPDR State Street Global Advisors with $3.0M in net assets. SSBRX expense ratio is 0.29%, holding 12 positions across sectors including Financials. Inception date: 2014-09-30.
SSBRX performance shows a YTD return of 6.01%. The 1-year return is 12.25% and the 5-year return is 4.97%. SSBRX dividend yield stands at 5.71%, paid annually.
SSBRX top holdings include State Street Aggregate Bond Index Portfolio (21.1%), State Street Equity 500 Index Ii Portfolio (18.9%), Spdr Bloomberg Barclays Tips ETF (16.9%), State Street Global All Cap Equity ex-U.S. Index Portfolio (14.2%), Spdr Port Shrt Trm Trsry (Nyse Arca) (6.9%). Go to all SSBRX holdings, SSBRX sectors, or SSBRX dividends.
SSBRX can be compared against other funds. Use SSBRX overlap to find shared positions, or SSBRX vs another fund for a side-by-side view. SSBRX alternatives are available via the screener, along with tax-loss harvesting opportunities.