SSFQX Mutual Fund
SSFQX Mutual Fund
SSFQX Mutual Fund
State Street Target Retirement Fund Class R3
SSFQX Mutual Fund Overview
SSFQX Mutual Fund (State Street Target Retirement Fund Class R3) is managed by SPDR State Street Global Advisors with $14.1M in net assets. SSFQX expense ratio is 0.59%, holding 13 positions across sectors including Financials. Inception date: 2022-02-25.
SSFQX performance shows a YTD return of 4.82%. The 1-year return is 9.98% and the 5-year return is 3.99%. SSFQX dividend yield stands at 4.17%, paid annually.
SSFQX top holdings include State Street Aggregate Bond Index Portfolio (19.9%), Spdr Bloomberg Barclays Tips ETF (16.8%), Spdr Port Shrt Trm Trsry (Nyse Arca) (15.8%), State Street Equity 500 Index Ii Portfolio (14.0%), State Street Global All Cap Equity ex-U.S. Index Portfolio (10.2%). Go to all SSFQX holdings, SSFQX sectors, or SSFQX dividends.
SSFQX can be compared against other funds. Use SSFQX overlap to find shared positions, or SSFQX vs another fund for a side-by-side view. SSFQX alternatives are available via the screener, along with tax-loss harvesting opportunities.