SSFQX Mutual Fund

SSFQX Mutual Fund (State Street Target Retirement Fund Class R3) is managed by State Street Investment Management with $13.9M 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 3.94%. The 1-year return is 5.62% and the 5-year return is 3.99%. SSFQX dividend yield stands at 4.21%, paid annually.

SSFQX top holdings include State Street Aggregate Bond Index Portfolio (19.2%), Spdr Bloomberg Barclays Tips ETF (17.9%), State Street Equity 500 Index Ii Portfolio (16.2%), Spdr Port Shrt Trm Trsry (Nyse Arca) (15.7%), State Street Global All Cap Equity ex-U.S. Index Portfolio (11.0%). 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.