Skip to main content

Address And Details

One Lincoln Street , Boston, MA 02110
Fund Manager Charles McGinn
Manager Tenure 7 Years 2 Months

Strategy And Objective

State Street Target Retirement 2050 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 2050 and likely to stop making new investments in the Fund at that time.

Net Asset Value

as of 5:19 PM ET 12/07/2021

Performance

  • 1 Week
  • -0.99%
  • 1 Month
  • -4.03%
  • 3 Months
  • -2.57%
  • 1 Yr Return
  • +8.36%
  • 5 Yr Return
  • +53.22%

Equity Sector Breakdown

Finance 99.66%
ConsumerDurables n/a
Energy n/a
Health n/a
IndustrialCyclical n/a
NonDurables n/a
RetailTrade n/a
Services n/a
Technology n/a
Utilities n/a

Asset Allocation

Asset Type % Of Allocation
Other 99.66%
Stocks 0.34%
Cash 0.00%
Bonds 0.00%
Preferred 0.00%
Convertible 0.00%
ForeignStocks 0.00%
ForeignBonds 0.00%
ForeignHedged 0.00%
Total Net Assets 30.76 M

Risk Measures

Criteria 3 Years 5 Years 10 Years
Alpha -0.86 -1.65 n/a
Beta 0.85 0.85 n/a
R Squared 0.95 0.94 n/a
Std Deviation 16.09 13.47 n/a
Sharpe Ratio 1.10 1.05 n/a

Purchase Information

as of 5:16 PM ET 12/06/2021
Minimum Initial $0
Minimum Additional $0
Minimum Initial IRA $0

Performance

Timeframe Average Annual Current Performance Monthly As Of 11/30/2021 Average Annual Current Performance Quarterly As Of 09/30/2021 Avg Annual Current Performance Monthly As Of 11/30/2021 Avg Annual Current Performance Quarterly As Of 09/30/2021
1 Year
  • +14.75%
  • +23.78%
+14.75% +23.78%
3 Year
  • +15.67%
  • +12.70%
+15.67% +12.70%
10 Year
  • n/a
  • n/a
n/a n/a
Life Of Fund
  • +10.17%
  • +10.16%
+10.17% +10.16%

Top 10 Holdings

Symbol Company Name % Of Assets
SPTL SPDR LONG TERM TREASURY 6.84%
SSGJX STATE STREET GL ALL CAP EQ EX 38.05%
STFAX STATE STREET EQUITY 500 INDEX 35.86%
SSMKX STATE STREET SM MID CAP EQ ID 15.91%

Recent Articles from TheStreet

22 grizzly bear sh

Stocks Beware, BofA Says: Real Earnings Yield at 74-Year Low

There only have been four historical instances of negative real earnings yield, all of which resulted in bear markets, BofA said.

Caleres Steps Up on Second-Quarter Earnings Beat

Should You React To Quarterly Results?

Be prepared to stick to your guns if the market gets it wrong on your stocks.

Bulls vs. Bears: Cramer's 'Mad Money' Recap (Friday 2/1/19)

Cramer's Mad Money Recap 12/8: Pfizer, Sweetgreen, Edwards Lifesciences

Jim Cramer reminds us the Dow has soared from 1,000 to 35,000 over the course of his career. That's quite a run, despite all the investor negativity.

Paradise Cruise Ship Lead

Can Jimmy Buffett Take On Royal Caribbean and Carnival?

The former Bahamas Paradise cruise line will be rebranded to the singer's Margaritaville brand.

crypto

Crypto Faces Biggest Test, Morgan Stanley Says

Bitcoin headwinds as the Federal Reserve signals it is planning several rate hikes in 2022.

VanEck Bitcoin Lead

Money Managers Think Cryptocurrencies Are Due For A Correction Next Year

Don’t look for bitcoin or other digital assets to calm down anytime soon.

Wall Street Lead

Apple, Google, Jefferies Delay Workers' Return to Office

Big employers like Google and Apple are delaying plans to bring workers back to the office, but some banks are bucking that trend.

Why Consumers Aren't Shopping for Christmas Sweaters

Here's Why Supply Chain Struggles Won't Lead to a Blue Christmas for Retailers

Even major retailers including Amazon, Walmart, and Target have struggled to keep certain items in stock.

Instagram

Instagram Chief Defends Practices Amid Capitol Hill Questioning

Adam Mosseri was in front of Congress Wednesday defending his company's efforts to reduce social media's harm on youth.

China's Credit Risks Are Down In Most Sectors, But Payment Delays Persist In Construction And Energy, Survey Finds

Earnings For Workers Rise As Labor Shortages Continue

With another 4.2 million people across the country quitting their jobs in October, 11 million job openings remained unfilled.