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 a closer substitute for your current allocation.
Cheapest Alternatives to SSAFX
SSAFX charges 0.02% annually. There is 1 mutual fund in the Intermediate Core Bond category with a lower expense ratio, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | — | Dec 2007 | SSAFX vs FMBPX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | SSAFX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | SSAFX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | — | Jul 1993 | SSAFX vs WFBIX | |
| TIAA-CREF Bond Index Fund | 0.07% | — | Sep 2009 | SSAFX vs TBIIX |
Best Risk-Adjusted Alternatives to SSAFX
SSAFX has a PortfoliosLab risk / return rank of 26. There are 25 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 65.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Loomis Sayles Securitized Asset Fund | 65 | — | Mar 2006 | SSAFX vs LSSAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 55 | — | Aug 1995 | SSAFX vs PCGTX | |
| Hartford Schroders Tax-Aware Bond Fund | 49 | — | Oct 2011 | SSAFX vs STWTX | |
| Manning & Napier Credit Series | 44 | — | Apr 2020 | SSAFX vs MCDWX | |
| DFA Diversified Fixed Income Portfolio | 42 | — | Aug 2016 | SSAFX vs DFXIX |
Top Performing SSAFX Alternatives (YTD)
SSAFX is at 0.42% YTD. There are 29 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 3.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 3.02% | — | Aug 1995 | SSAFX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 1.24% | — | Mar 2006 | SSAFX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 1.07% | — | Oct 2011 | SSAFX vs STWTX | |
| Fidelity SAI Investment Grade Securitized Fund | 0.98% | — | May 2023 | SSAFX vs FSMOX | |
| DFA Diversified Fixed Income Portfolio | 0.94% | — | Aug 2016 | SSAFX vs DFXIX |
Lowest Volatility Alternatives to SSAFX
SSAFX has 3.74% 1-year volatility. There are 14 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.47%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Education Income Fund | 2.47% | — | Mar 2021 | SSAFX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.49% | — | Sep 2000 | SSAFX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.53% | — | Sep 2000 | SSAFX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.61% | — | Aug 2016 | SSAFX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 2.73% | — | Aug 2000 | SSAFX vs JIBEX |
Lowest Drawdown Alternatives to SSAFX
SSAFX has a 1-year max drawdown of -2.74%. There are 18 mutual funds in the Intermediate Core Bond category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | — | Aug 2016 | SSAFX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | SSAFX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | SSAFX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.07% | — | Sep 2000 | SSAFX vs BIMIX | |
| CCM Community Impact Bond Fund | -2.15% | — | Aug 1999 | SSAFX vs CRAIX |
Other Mutual Funds from State Street
The 10 most viewed State Street mutual funds shown here include SSSYX, SVSPX, SSEYX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| State Street Equity 500 Index Fund Class K | Large Cap Blend Equities | 73 | 11.69% | — | Sep 2014 | SSAFX vs SSSYX | |
| State Street S&P 500 Index Fund Class N | Large Cap Blend Equities | 88 | 11.63% | — | Dec 1992 | SSAFX vs SVSPX | |
| State Street Equity 500 Index II Portfolio | Large Cap Blend Equities | 72 | 11.70% | — | Aug 2014 | SSAFX vs SSEYX | |
| State Street Global All Cap Equity ex-U.S.Index Po... | Foreign Large Cap Equities | 62 | 14.99% | — | Sep 2014 | SSAFX vs SSGVX | |
| Elfun Trusts | Large Cap Growth Equities | 42 | 6.95% | — | May 1935 | SSAFX vs ELFNX | |
| State Street Global All Cap Equity ex-U.S. Index F... | Foreign Large Cap Equities | 62 | 14.94% | — | Sep 2014 | SSAFX vs SSGJX | |
| State Street U.S. Core Equity Fund | Large Cap Blend Equities | 51 | 8.01% | — | Dec 1979 | SSAFX vs SSAQX | |
| Elfun Income Fund | Intermediate Core-Plus Bond | 17 | 0.04% | — | Dec 1984 | SSAFX vs EINFX | |
| State Street Hedged International Developed Equity... | Foreign Large Cap Equities | 50 | 10.20% | — | May 2015 | SSAFX vs SSHQX | |
| State Street Target Retirement 2040 Fund | Target Retirement Date | 71 | 10.08% | — | Sep 2014 | SSAFX vs SSCNX |
Often Compared With SSAFX
Investors most often compare SSAFX with BND, FXAIX, PBMPX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare SSAFX with Any Fund or Stock
Compare SSAFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SSAFX with funds that move differently
State Street Aggregate Bond Index Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SSAFX.
Explore SSAFX Diversifiers