Address And Details
|One Lincoln Street , Boston, MA 02110|
|Fund Manager||Charles McGinn|
|Manager Tenure||7 Years 1 Months|
Strategy And Objective
State Street Target Retirement 2030 Fund seeks capital growth and income over the long term by using an asset allocation strategy and is intended for investors expecting to retire around the year 2030 and likely to stop making new investments in the Fund at that time.
Net Asset Value
- 1 Week
- 1 Month
- 3 Months
- 1 Yr Return
- 5 Yr Return
Equity Sector Breakdown
|Asset Type||% Of Allocation|
|Total Net Assets||1.75 B|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$0|
|Timeframe||Average Annual Current Performance Monthly As Of 10/31/2021||Average Annual Current Performance Quarterly As Of 09/30/2021||Avg Annual Current Performance Monthly As Of 10/31/2021||Avg Annual Current Performance Quarterly As Of 09/30/2021|
|Life Of Fund||
Top 10 Holdings
|Symbol||Company Name||% Of Assets|
|SSMKX||STATE STREET SM MID CAP EQ ID||8.02%|
|SPTL||SPDR LONG TERM TREASURY||5.78%|
|JNK||SPDR BLOOMBERG HIGH YLD BD||5.25%|
|STFAX||STATE STREET EQUITY 500 INDEX||30.55%|
|SSGJX||STATE STREET GL ALL CAP EQ EX||27.80%|
|TIPX||SPDR BLOOMBERG 1-10 YR TIPS||2.96%|
|SSAFX||STATE STREET AGGREGATE BOND I||16.06%|
|RWO||SPDR DJ GLOBAL REAL ESTATE ET||0.76%|
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