SSAFX Alternatives & Similar Mutual Funds

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 are 2 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
VBMPX	Vanguard Total Bond Market Index Fund Institutiona...	0.02%	398.10B	Feb 2010	SSAFX vs VBMPX
FMBPX	Federated Hermes Mortgage Strategy Portfolio	0.02%	—	Dec 2007	SSAFX vs FMBPX
QDIBX	Fisher Investments Institutional Group Fixed Incom...	0.03%	—	Dec 2019	SSAFX vs QDIBX
QDVBX	Fisher Investments Institutional Group ESG Fixed I...	0.04%	—	Dec 2019	SSAFX vs QDVBX
WFBIX	iShares U.S. Aggregate Bond Index Fund	0.05%	—	Jul 1993	SSAFX vs WFBIX

Best Risk-Adjusted Alternatives to SSAFX

SSAFX has a PortfoliosLab risk / return rank of 17. There are 31 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 58.

Symbol	Name	Risk / Return Rank	AUM	Inception
VCAIX	Vanguard California Intermediate-Term Tax-Exempt F...	58	19.40B	Mar 1994	SSAFX vs VCAIX
STWTX	Hartford Schroders Tax-Aware Bond Fund	56	—	Oct 2011	SSAFX vs STWTX
LSSAX	Loomis Sayles Securitized Asset Fund	48	—	Mar 2006	SSAFX vs LSSAX
PCGTX	PACE Mortgage-Backed Securities Fixed Income Inves...	42	—	Aug 1995	SSAFX vs PCGTX
MCDWX	Manning & Napier Credit Series	39	—	Apr 2020	SSAFX vs MCDWX

Top Performing SSAFX Alternatives (YTD)

SSAFX is at -0.61% YTD. There are 26 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 1.44%.

Symbol	Name	YTD Return	AUM	Inception
PCGTX	PACE Mortgage-Backed Securities Fixed Income Inves...	1.44%	—	Aug 1995	SSAFX vs PCGTX
DFXIX	DFA Diversified Fixed Income Portfolio	0.44%	—	Aug 2016	SSAFX vs DFXIX
LSSAX	Loomis Sayles Securitized Asset Fund	0.42%	—	Mar 2006	SSAFX vs LSSAX
MCDWX	Manning & Napier Credit Series	0.35%	—	Apr 2020	SSAFX vs MCDWX
FEDUX	Fidelity Education Income Fund	0.04%	—	Mar 2021	SSAFX vs FEDUX

Lowest Volatility Alternatives to SSAFX

SSAFX has 3.67% 1-year volatility. There are 17 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.36%.

Symbol	Name	Volatility 1Y	AUM	Inception
VCAIX	Vanguard California Intermediate-Term Tax-Exempt F...	2.36%	19.40B	Mar 1994	SSAFX vs VCAIX
FEDUX	Fidelity Education Income Fund	2.44%	—	Mar 2021	SSAFX vs FEDUX
BIMIX	Baird Intermediate Bond Fund Class Institutional	2.48%	—	Sep 2000	SSAFX vs BIMIX
BIMSX	Baird Intermediate Bond Fund	2.49%	—	Sep 2000	SSAFX vs BIMSX
DFXIX	DFA Diversified Fixed Income Portfolio	2.62%	—	Aug 2016	SSAFX vs DFXIX

Lowest Drawdown Alternatives to SSAFX

SSAFX has a 1-year max drawdown of -2.74%. There are 21 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
DFXIX	DFA Diversified Fixed Income Portfolio	-1.69%	—	Aug 2016	SSAFX vs DFXIX
FEDUX	Fidelity Education Income Fund	-1.72%	—	Mar 2021	SSAFX vs FEDUX
BIMSX	Baird Intermediate Bond Fund	-1.87%	—	Sep 2000	SSAFX vs BIMSX
BIMIX	Baird Intermediate Bond Fund Class Institutional	-2.08%	—	Sep 2000	SSAFX vs BIMIX
FTHRX	Fidelity Intermediate Bond Fund	-2.11%	—	May 1975	SSAFX vs FTHRX

Other Mutual Funds from State Street

The 10 most viewed State Street mutual funds shown here include SSSYX, SVSPX, SSEYX and span 6 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SSSYX	State Street Equity 500 Index Fund Class K	S&P 500, Large Cap Blend Equities	59	10.11%	—	Sep 2014	SSAFX vs SSSYX
SVSPX	State Street S&P 500 Index Fund Class N	Large Cap Blend Equities	75	10.04%	—	Dec 1992	SSAFX vs SVSPX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	57	10.12%	—	Aug 2014	SSAFX vs SSEYX
SSGVX	State Street Global All Cap Equity ex-U.S.Index Po...	Foreign Large Cap Equities	75	13.56%	—	Sep 2014	SSAFX vs SSGVX
ELFNX	Elfun Trusts	Large Cap Growth Equities	28	6.97%	—	May 1935	SSAFX vs ELFNX
SSGJX	State Street Global All Cap Equity ex-U.S. Index F...	Foreign Large Cap Equities	74	13.48%	—	Sep 2014	SSAFX vs SSGJX
SSHQX	State Street Hedged International Developed Equity...	Foreign Large Cap Equities	86	14.11%	—	May 2015	SSAFX vs SSHQX
EINFX	Elfun Income Fund	Intermediate Core-Plus Bond	11	-1.31%	—	Dec 1984	SSAFX vs EINFX
SSCNX	State Street Target Retirement 2040 Fund	Target Retirement Date	66	8.49%	—	Sep 2014	SSAFX vs SSCNX
SSFNX	State Street Target Retirement Fund	Target Retirement Date	86	5.22%	—	Sep 2014	SSAFX vs SSFNX

Often Compared With SSAFX

Investors most often compare SSAFX with BND, FXAIX, PBMPX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BND	Vanguard Total Bond Market ETF	Total Bond Market	24	-0.30%	398.10B	Apr 2007	SSAFX vs BND
FXAIX	Fidelity 500 Index Fund	S&P 500	59	10.13%	—	Feb 1988	SSAFX vs FXAIX
PBMPX	Principal Core Plus Bond Fund	Intermediate Core-Plus Bond	13	-0.92%	—	Dec 2000	SSAFX vs PBMPX
SPTS	SPDR Portfolio Short Term Treasury ETF	Government Bonds, Short-Term Bond	88	0.83%	6.12B	Nov 2011	SSAFX vs SPTS
PIMIX	PIMCO Income Fund Institutional Class	Multisector Bonds	33	-0.05%	—	Mar 2007	SSAFX vs PIMIX
SPAB	SPDR Portfolio Aggregate Bond ETF	Total Bond Market	24	-0.32%	9.78B	May 2007	SSAFX vs SPAB
SCHO	Schwab Short-Term U.S. Treasury ETF	Government Bonds, Short-Term Bond	86	0.83%	12.86B	Aug 2010	SSAFX vs SCHO
VTABX	Vanguard Total International Bond Index Fund Admir...	Global Bonds	8	0.05%	123.30B	May 2013	SSAFX vs VTABX
VBTLX	Vanguard Total Bond Market Index Fund Admiral Shar...	Total Bond Market	13	-0.91%	398.10B	Nov 2001	SSAFX vs VBTLX
VOO	Vanguard S&P 500 ETF	S&P 500	78	11.72%	1.70T	Sep 2010	SSAFX vs VOO
WIBMX	Wilmington Broad Market Bond Fund	Intermediate Core Bond	12	-1.20%	—	Jul 1993	SSAFX vs WIBMX
SBI	Western Asset Intermediate Muni Fund Inc.	Intermediate Core Bond	25	2.50%	—	—	SSAFX vs SBI
SSFEX	State Street Aggregate Bond Index Fund Class K	Total Bond Market	17	-0.62%	—	—	SSAFX vs SSFEX
SUSIX	State Street Institutional U.S. Equity Fund	Large Cap Blend Equities	34	7.61%	—	Nov 1997	SSAFX vs SUSIX
FOINX	Tributary Income Fund	Intermediate Core Bond	12	-0.99%	—	Mar 2001	SSAFX vs FOINX
SSAQX	State Street U.S. Core Equity Fund	Large Cap Blend Equities	35	7.63%	—	Dec 1979	SSAFX vs SSAQX
CRAIX	CCM Community Impact Bond Fund	Intermediate Core Bond	21	-0.64%	—	Aug 1999	SSAFX vs CRAIX
ABNFX	American Funds The Bond Fund of America® Class F-2	Intermediate Core Bond	12	-1.23%	—	Aug 2008	SSAFX vs ABNFX
CFBNX	Commerce Bond Fund	Intermediate Core Bond	13	-0.90%	—	Dec 1994	SSAFX vs CFBNX
SSASX	State Street Income Fund	Intermediate Core-Plus Bond	11	-1.33%	—	Jan 1980	SSAFX vs SSASX

Compare SSAFX with Any Fund or Stock

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

Symbol name

Diversifiers

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

State Street Aggregate Bond Index Portfolio (SSAFX) Alternatives