State Street Aggregate Bond Index Portfolio (SSAFX) Alternatives

State Street Aggregate Bond Index Portfolio (SSAFX) belongs to the Intermediate Core Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SSAFX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.

Cheapest Alternatives to SSAFX

SSAFX charges 0.02% annually. Among mutual funds in the Intermediate Core Bond category, these options have the lowest expense ratios among SSAFX alternatives.

Symbol	Name	Expense Ratio	Inception
FMBPX	Federated Hermes Mortgage Strategy Portfolio	0.02%	Dec 20, 2007	SSAFX vs FMBPX
QDIBX	Fisher Investments Institutional Group Fixed Incom...	0.03%	Dec 13, 2019	SSAFX vs QDIBX
QDVBX	Fisher Investments Institutional Group ESG Fixed I...	0.04%	Dec 13, 2019	SSAFX vs QDVBX
WFBIX	iShares U.S. Aggregate Bond Index Fund	0.05%	Jul 2, 1993	SSAFX vs WFBIX
TBIIX	TIAA-CREF Bond Index Fund	0.07%	Sep 14, 2009	SSAFX vs TBIIX

Best Risk-Adjusted Alternatives to SSAFX

Among mutual funds in the Intermediate Core Bond category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
PRCIX	T. Rowe Price New Income Fund	89	Aug 31, 1973	SSAFX vs PRCIX
FEDUX	Fidelity Education Income Fund	88	Mar 16, 2021	SSAFX vs FEDUX
LSSAX	Loomis Sayles Securitized Asset Fund	87	Mar 2, 2006	SSAFX vs LSSAX
BIMSX	Baird Intermediate Bond Fund	84	Sep 29, 2000	SSAFX vs BIMSX
DFXIX	DFA Diversified Fixed Income Portfolio	84	Aug 10, 2016	SSAFX vs DFXIX

Top Performing SSAFX Alternatives (YTD)

SSAFX alternatives from the Intermediate Core Bond category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
PCGTX	PACE Mortgage-Backed Securities Fixed Income Inves...	2.45%	Aug 24, 1995	SSAFX vs PCGTX
DUTMX	Dupree Taxable Municipal Bond Fund	0.30%	Nov 1, 2010	SSAFX vs DUTMX
DFXIX	DFA Diversified Fixed Income Portfolio	0.29%	Aug 10, 2016	SSAFX vs DFXIX
LSSAX	Loomis Sayles Securitized Asset Fund	0.29%	Mar 2, 2006	SSAFX vs LSSAX
TCPYX	Touchstone Impact Bond Fund	0.09%	Nov 15, 1991	SSAFX vs TCPYX

Lowest Volatility Alternatives to SSAFX

SSAFX alternatives from the Intermediate Core Bond category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
FEDUX	Fidelity Education Income Fund	2.69%	Mar 16, 2021	SSAFX vs FEDUX
BIMIX	Baird Intermediate Bond Fund Class Institutional	2.79%	Sep 29, 2000	SSAFX vs BIMIX
BIMSX	Baird Intermediate Bond Fund	2.80%	Sep 29, 2000	SSAFX vs BIMSX
DFXIX	DFA Diversified Fixed Income Portfolio	2.85%	Aug 10, 2016	SSAFX vs DFXIX
JIBEX	Johnson Institutional Intermediate Bond Fund	3.04%	Aug 31, 2000	SSAFX vs JIBEX

Lowest Drawdown Alternatives to SSAFX

SSAFX alternatives from the Intermediate Core Bond category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
DFXIX	DFA Diversified Fixed Income Portfolio	-1.69%	Aug 10, 2016	SSAFX vs DFXIX
FEDUX	Fidelity Education Income Fund	-1.72%	Mar 16, 2021	SSAFX vs FEDUX
BIMSX	Baird Intermediate Bond Fund	-1.87%	Sep 29, 2000	SSAFX vs BIMSX
CRAIX	CCM Community Impact Bond Fund	-1.98%	Aug 30, 1999	SSAFX vs CRAIX
JIBEX	Johnson Institutional Intermediate Bond Fund	-2.06%	Aug 31, 2000	SSAFX vs JIBEX

Other Mutual Funds from State Street

Most popular State Street mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
SSSYX	State Street Equity 500 Index Fund Class K	Large Cap Blend Equities	46	-7.05%	Sep 17, 2014	SSAFX vs SSSYX
SVSPX	State Street S&P 500 Index Fund Class N	Large Cap Blend Equities	30	-7.09%	Dec 30, 1992	SSAFX vs SVSPX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	44	-7.05%	Aug 11, 2014	SSAFX vs SSEYX
SSGVX	State Street Global All Cap Equity ex-U.S.Index Po...	Foreign Large Cap Equities	82	-0.63%	Sep 17, 2014	SSAFX vs SSGVX
ELFNX	Elfun Trusts	Large Cap Growth Equities	34	-9.40%	May 27, 1935	SSAFX vs ELFNX
SSAQX	State Street U.S. Core Equity Fund	Large Cap Blend Equities	39	-8.81%	Dec 31, 1979	SSAFX vs SSAQX
SSGJX	State Street Global All Cap Equity ex-U.S. Index F...	Foreign Large Cap Equities	82	-0.66%	Sep 17, 2014	SSAFX vs SSGJX
ELFTX	Elfun Tax Exempt Income Fund	Municipal Bonds	36	-0.77%	Jan 1, 1980	SSAFX vs ELFTX
SSBWX	State Street Target Retirement 2030 Fund	Target Retirement Date	73	-2.15%	Sep 29, 2014	SSAFX vs SSBWX
SSMKX	State Street Small/Mid Cap Equity Index Fund	Mid Cap Blend Equities	38	-4.46%	Aug 12, 2015	SSAFX vs SSMKX

Often Compared With SSAFX

What investors most often compare with SSAFX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
BND	Vanguard Total Bond Market ETF	Total Bond Market	59	0.05%	Apr 3, 2007	SSAFX vs BND
FXAIX	Fidelity 500 Index Fund	S&P 500	46	-7.05%	Feb 17, 1988	SSAFX vs FXAIX
PIMIX	PIMCO Income Fund Institutional Class	Total Bond Market	81	-1.36%	Mar 30, 2007	SSAFX vs PIMIX
PBMPX	Principal Core Plus Bond Fund	Intermediate Core-Plus Bond	42	-1.03%	Dec 6, 2000	SSAFX vs PBMPX
SPTS	SPDR Portfolio Short Term Treasury ETF	Government Bonds, Short-Term Bond	97	0.29%	Nov 30, 2011	SSAFX vs SPTS
SPAB	SPDR Portfolio Aggregate Bond ETF	Total Bond Market	60	0.13%	May 23, 2007	SSAFX vs SPAB
SCHO	Schwab Short-Term U.S. Treasury ETF	Government Bonds, Short-Term Bond	97	0.24%	Aug 5, 2010	SSAFX vs SCHO
VBTLX	Vanguard Total Bond Market Index Fund Admiral Shar...	Total Bond Market	56	-0.49%	Nov 12, 2001	SSAFX vs VBTLX
VTABX	Vanguard Total International Bond Index Fund Admir...	Total Bond Market	33	-0.81%	May 31, 2013	SSAFX vs VTABX
VOO	Vanguard S&P 500 ETF	S&P 500	65	-4.42%	Sep 7, 2010	SSAFX vs VOO
BFFAX	American Funds The Bond Fund of America Class F-3	Intermediate Core Bond	53	-0.80%	May 28, 1974	SSAFX vs BFFAX
FOINX	Tributary Income Fund	Intermediate Core Bond	50	-0.46%	Mar 9, 2001	SSAFX vs FOINX
ABNDX	American Funds The Bond Fund of America	Intermediate Core Bond	47	-0.85%	May 28, 1974	SSAFX vs ABNDX
SSFEX	State Street Aggregate Bond Index Fund Class K	Total Bond Market	57	-0.17%	—	SSAFX vs SSFEX
APBDX	Cavanal Hill Bond Fund	Intermediate Core Bond	37	-0.56%	Sep 28, 1990	SSAFX vs APBDX
PQCNX	PGIM Core Conservative Bond Fund	Intermediate Core Bond	50	-0.47%	Nov 15, 2016	SSAFX vs PQCNX
SSGLX	State Street Global All Cap Equity ex-U.S. Index F...	Global Equities	81	-0.64%	Sep 17, 2014	SSAFX vs SSGLX
TRLVX	SEI Institutional Managed Trust Core Fixed Income ...	Intermediate Core Bond	43	-0.66%	May 4, 1987	SSAFX vs TRLVX
CFBNX	Commerce Bond Fund	Intermediate Core Bond	52	-0.57%	Dec 12, 1994	SSAFX vs CFBNX
GBIAX	Nationwide Bond Index Fund	Intermediate Core Bond	42	-0.61%	Dec 29, 1999	SSAFX vs GBIAX

Compare SSAFX with Any Fund or Stock

Compare SSAFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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State Street Aggregate Bond Index Portfolio

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