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State Street Target Retirement 2020 Fund Class K (SSBOX)

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10.81 +0.07    +0.65%
03/05 - Closed. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Issuer:  State Street Global Advisors
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 897.44M
State Street Target Retirement 2020 K 10.81 +0.07 +0.65%

State Street Target Retirement 2020 Fund Class K Overview

 
Find basic information about the State Street Target Retirement 2020 Fund Class K mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add SSBOX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US85749R8007)
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Rating
1-Year Change2.17%
Prev. Close10.74
Risk Rating
TTM Yield3.27%
ROE22.64%
IssuerState Street Global Advisors
Turnover16%
ROA8.93%
Inception Date41912
Total Assets897.44M
Expenses - 0.01%
Min. Investment10,000,000
Market Cap69.35B
CategoryTarget - Date 2020
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1025 1025 1097 1068 1318 -
Fund Return 2.54% 2.54% 9.66% 2.22% 5.68% -
Place in category 138 138 109 44 46 -
% in Category 90 90 81 36 36 -

Top Bond Funds by State Street Global Advisors

  Name Rating Total Assets YTD% 3Y% 10Y%
  State Street Target Retirement 2030 2.81B 4.32 3.10 -
  State Street Target Retirement 2035 2.75B 4.92 3.39 -
  State Street Target Retirement 2040 2.51B 5.42 3.74 -
  State Street Target Retirement 2045 2.29B 5.82 4.00 -
  State Street Target Retirement 2025 1.94B 3.50 2.72 -

Top Funds for Target-Date 2020 Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Target Retirement 2020 Inv 38.37B 2.83 1.98 5.63
  The Vanguard Target Retire 2020 Tr1 31.89B 2.84 2.03 5.70
  The Vanguard Target Retire 2020 Tr2 31.89B 2.83 2.02 5.68
  Vanguard Target Retire Trust Plus20 31.89B 2.84 2.04 5.71
  American Funds 2020 Trgt Date RetR6 10.24B 3.38 3.17 5.95

Top Holdings

Name ISIN Weight % Last Change %
State Street Aggregate Bond Idx - 20.33 - -
State Street Equity 500 Index II - 17.81 - -
  SPDR Bloomberg Barclays 1-10 Year TIPS US78468R8613 17.78 18.36 +0.25%
  SPDR Barclays Srt Term Trsy Bd US78468R1014 13.03 28.75 +0.16%
State Street Glb All Cap Eq ex-US Idx - 12.56 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Neutral
Technical Indicators BUY Strong Buy Strong Buy
Summary Buy Strong Buy Buy
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