SSASX Alternatives & Similar Mutual Funds

State Street Income Fund (SSASX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SSASX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to SSASX

SSASX charges 0.20% annually. There is 1 mutual fund in the Intermediate Core-Plus Bond category with a lower expense ratio, going as low as 0.16%.

Symbol	Name	Expense Ratio	AUM	Inception
MCFIX	Mercer Core Fixed Income Fund	0.16%	—	Aug 2005	SSASX vs MCFIX
TIBDX	TIAA-CREF Core Bond Fund	0.29%	—	Jul 1999	SSASX vs TIBDX
EINFX	Elfun Income Fund	0.29%	—	Dec 1984	SSASX vs EINFX
BCOIX	Baird Core Plus Bond Fund	0.30%	—	Sep 2000	SSASX vs BCOIX
BCPIX	Brandes Core Plus Fixed Income Fund	0.30%	—	Dec 2007	SSASX vs BCPIX

Best Risk-Adjusted Alternatives to SSASX

SSASX has a PortfoliosLab risk / return rank of 18. There are 119 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 98.

Symbol	Name	Risk / Return Rank	AUM	Inception
HOBIX	Holbrook Income Fund Class I	98	—	Jul 2016	SSASX vs HOBIX
LCTIX	Leader Capital High Quality Income Fund Institutio...	92	—	Jul 2010	SSASX vs LCTIX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	90	—	Jul 2010	SSASX vs LCTRX
MDVAX	MassMutual Diversified Bond Fund	83	—	May 1999	SSASX vs MDVAX
GUGAX	GMO Multi-Sector Fixed Income Fund	74	—	Apr 1997	SSASX vs GUGAX

Top Performing SSASX Alternatives (YTD)

SSASX is at 0.00% YTD. There are 117 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 2.89%.

Symbol	Name	YTD Return	AUM	Inception
PGSIX	Putnam Mortgage Securities Fund	2.89%	—	Feb 1984	SSASX vs PGSIX
MDVAX	MassMutual Diversified Bond Fund	2.59%	—	May 1999	SSASX vs MDVAX
HOBIX	Holbrook Income Fund Class I	2.43%	—	Jul 2016	SSASX vs HOBIX
AAIIX	Ancora Income Fund	2.39%	—	Jan 2004	SSASX vs AAIIX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	2.21%	—	Sep 2007	SSASX vs SEATX

Lowest Volatility Alternatives to SSASX

SSASX has 4.22% 1-year volatility. There are 104 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.04%.

Symbol	Name	Volatility 1Y	AUM	Inception
AMFIX	AAMA Income Fund	1.04%	—	Jun 2017	SSASX vs AMFIX
ARINX	Archer Income Fund	1.79%	—	Mar 2011	SSASX vs ARINX
SMTRX	ALPS/Smith Total Return Bond Fund	1.90%	3.25B	Jun 2018	SSASX vs SMTRX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	1.91%	—	Jul 2010	SSASX vs LCTRX
LCTIX	Leader Capital High Quality Income Fund Institutio...	1.97%	—	Jul 2010	SSASX vs LCTIX

Lowest Drawdown Alternatives to SSASX

SSASX has a 1-year max drawdown of -3.42%. There are 116 mutual funds in the Intermediate Core-Plus Bond category with shallower 1-year drawdowns, going as shallow as -0.51%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
HOBIX	Holbrook Income Fund Class I	-0.51%	—	Jul 2016	SSASX vs HOBIX
AMFIX	AAMA Income Fund	-0.74%	—	Jun 2017	SSASX vs AMFIX
GUGAX	GMO Multi-Sector Fixed Income Fund	-1.16%	—	Apr 1997	SSASX vs GUGAX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	-1.17%	—	Jul 2010	SSASX vs LCTRX
LCTIX	Leader Capital High Quality Income Fund Institutio...	-1.17%	—	Jul 2010	SSASX vs LCTIX

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
SSSYX	State Street Equity 500 Index Fund Class K	Large Cap Blend Equities	73	11.69%	—	Sep 2014	SSASX vs SSSYX
SVSPX	State Street S&P 500 Index Fund Class N	Large Cap Blend Equities	88	11.63%	—	Dec 1992	SSASX vs SVSPX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	72	11.70%	—	Aug 2014	SSASX vs SSEYX
SSGVX	State Street Global All Cap Equity ex-U.S.Index Po...	Foreign Large Cap Equities	62	14.99%	—	Sep 2014	SSASX vs SSGVX
ELFNX	Elfun Trusts	Large Cap Growth Equities	42	6.95%	—	May 1935	SSASX vs ELFNX
SSAFX	State Street Aggregate Bond Index Portfolio	Intermediate Core Bond	26	0.42%	—	Sep 2014	SSASX vs SSAFX
SSGJX	State Street Global All Cap Equity ex-U.S. Index F...	Foreign Large Cap Equities	62	14.94%	—	Sep 2014	SSASX vs SSGJX
SSAQX	State Street U.S. Core Equity Fund	Large Cap Blend Equities	51	8.01%	—	Dec 1979	SSASX vs SSAQX
SSHQX	State Street Hedged International Developed Equity...	Foreign Large Cap Equities	50	10.20%	—	May 2015	SSASX vs SSHQX
SSCNX	State Street Target Retirement 2040 Fund	Target Retirement Date	71	10.08%	—	Sep 2014	SSASX vs SSCNX

Often Compared With SSASX

Investors most often compare SSASX with BLK, VTI, AIMNX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BLK	BlackRock, Inc.		41	-6.91%	—	—	SSASX vs BLK
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	68	11.20%	2.20T	May 2001	SSASX vs VTI
AIMNX	Horizon Active Income Fund	Intermediate Core-Plus Bond	22	0.41%	—	Sep 2013	SSASX vs AIMNX
DBLFX	DoubleLine Core Fixed Income Fund	Intermediate Core-Plus Bond	23	0.02%	—	Jun 2010	SSASX vs DBLFX
QDVO	Amplify CWP Growth & Income ETF	Derivative Income	62	9.80%	730.61M	Aug 2024	SSASX vs QDVO
CGBIX	Calvert Green Bond Fund	Intermediate Core-Plus Bond	30	0.40%	—	Oct 2013	SSASX vs CGBIX
SAVYX	Virtus Newfleet Core Plus Bond Fund	Intermediate Core-Plus Bond	33	0.82%	—	Mar 1996	SSASX vs SAVYX
VGSBX	VY BrandywineGLOBAL - Bond Portfolio	Intermediate Core-Plus Bond	43	0.96%	—	Feb 2015	SSASX vs VGSBX
BBNIX	BBH Income Fund	Intermediate Core-Plus Bond	26	0.60%	—	Jun 2018	SSASX vs BBNIX
EBABX	Eaton Vance Total Return Bond Fund Class A	Intermediate Core-Plus Bond	28	0.41%	—	Nov 2009	SSASX vs EBABX
DLFNX	DoubleLine Core Fixed Income Fund	Intermediate Core-Plus Bond	20	-0.09%	—	Jun 2010	SSASX vs DLFNX
PTKIX	T. Rowe Price Total Return Fund	Intermediate Core-Plus Bond	29	0.54%	—	Nov 2016	SSASX vs PTKIX
PINCX	Putnam Income Fund	Intermediate Core-Plus Bond	36	0.92%	—	Nov 1954	SSASX vs PINCX
ACGYX	AB Income Fund	Intermediate Core-Plus Bond	23	0.63%	—	Aug 1987	SSASX vs ACGYX
CSIBX	Calvert Bond Fund	Intermediate Core-Plus Bond	23	0.23%	—	Aug 1987	SSASX vs CSIBX
JCPUX	JPMorgan Core Plus Bond Fund Class R6	Intermediate Core-Plus Bond	39	0.89%	—	Feb 2005	SSASX vs JCPUX
SSBWX	State Street Target Retirement 2030 Fund	Target Retirement Date	75	7.96%	—	Sep 2014	SSASX vs SSBWX
ANBAX	American Funds Strategic Bond Fund	Intermediate Core-Plus Bond	7	-0.70%	—	Mar 2016	SSASX vs ANBAX
NPCT	Nuveen Core Plus Impact Fund	Intermediate Core-Plus Bond	4	2.11%	—	Apr 2021	SSASX vs NPCT
ELFTX	Elfun Tax Exempt Income Fund	Municipal Bonds	70	1.52%	—	Jan 1980	SSASX vs ELFTX

Compare SSASX with Any Fund or Stock

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

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Diversifiers

Pair SSASX with funds that move differently

State Street Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SSASX.

Explore SSASX Diversifiers

State Street Income Fund (SSASX) Alternatives