State Street Target Retirement 2025 Fund (SSBRX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SSBRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SSBRX
SSBRX charges 0.13% annually. There are 146 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | SSBRX vs PLTZX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | SSBRX vs LTFIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | SSBRX vs JIEHX | |
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | SSBRX vs LTSTX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | SSBRX vs LTRIX |
Best Risk-Adjusted Alternatives to SSBRX
SSBRX has a PortfoliosLab risk / return rank of 86. There are 5 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 89 | — | Dec 2019 | SSBRX vs PADLX | |
| State Street Target Retirement Fund | 88 | — | Sep 2014 | SSBRX vs SSFNX | |
| Dimensional 2065 Target Date Retirement Income Fun... | 86 | — | Jan 2020 | SSBRX vs DTDRX | |
| Dimensional 2060 Target Date Retirement Income Fun... | 86 | — | Nov 2015 | SSBRX vs DRILX | |
| Prudential Day One Income Fund | 86 | — | Dec 2016 | SSBRX vs PDAHX |
Top Performing SSBRX Alternatives (YTD)
SSBRX is at 6.58% YTD. There are 472 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock LifePath Dynamic 2060 Fund | 13.44% | — | May 2017 | SSBRX vs LPDIX | |
| Fidelity Flex Freedom Blend 2060 Fund | 13.43% | — | Jun 2017 | SSBRX vs FWLSX | |
| BlackRock LifePath Dynamic 2055 Fund | 13.41% | — | Jun 2010 | SSBRX vs LPVIX | |
| Fidelity Flex Freedom Blend 2055 Fund | 13.34% | — | Jun 2017 | SSBRX vs FQLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 13.32% | — | Jun 2019 | SSBRX vs FDFPX |
Lowest Volatility Alternatives to SSBRX
SSBRX has 5.49% 1-year volatility. There are 94 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.34%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.34% | — | Nov 2015 | SSBRX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 3.99% | — | Oct 2009 | SSBRX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.02% | — | Oct 2009 | SSBRX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | 4.15% | — | Aug 2019 | SSBRX vs FRQHX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.15% | — | Aug 2007 | SSBRX vs FRIMX |
Lowest Drawdown Alternatives to SSBRX
SSBRX has a 1-year max drawdown of -4.44%. There are 89 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | SSBRX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | SSBRX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | SSBRX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | SSBRX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | SSBRX vs FRKMX |
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 | |
|---|---|---|---|---|---|---|---|
| State Street Equity 500 Index Fund Class K | Large Cap Blend Equities | 74 | 11.54% | — | Sep 2014 | SSBRX vs SSSYX | |
| State Street S&P 500 Index Fund Class N | Large Cap Blend Equities | 76 | 11.48% | — | Dec 1992 | SSBRX vs SVSPX | |
| State Street Equity 500 Index II Portfolio | Large Cap Blend Equities | 73 | 11.55% | — | Aug 2014 | SSBRX vs SSEYX | |
| State Street Global All Cap Equity ex-U.S.Index Po... | Foreign Large Cap Equities | 63 | 14.22% | — | Sep 2014 | SSBRX vs SSGVX | |
| Elfun Trusts | Large Cap Growth Equities | 44 | 7.37% | — | May 1935 | SSBRX vs ELFNX | |
| State Street Aggregate Bond Index Portfolio | Intermediate Core Bond | 22 | 0.37% | — | Sep 2014 | SSBRX vs SSAFX | |
| State Street Global All Cap Equity ex-U.S. Index F... | Foreign Large Cap Equities | 62 | 14.17% | — | Sep 2014 | SSBRX vs SSGJX | |
| State Street U.S. Core Equity Fund | Large Cap Blend Equities | 52 | 8.10% | — | Dec 1979 | SSBRX vs SSAQX | |
| Elfun Income Fund | Intermediate Core-Plus Bond | 16 | 0.04% | — | Dec 1984 | SSBRX vs EINFX | |
| State Street Target Retirement 2040 Fund | Target Retirement Date | 71 | 9.64% | — | Sep 2014 | SSBRX vs SSCNX |
Often Compared With SSBRX
Investors most often compare SSBRX with ^GSPC, FXNAX, VTTVX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare SSBRX with Any Fund or Stock
Compare SSBRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SSBRX with funds that move differently
State Street Target Retirement 2025 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SSBRX.
Explore SSBRX Diversifiers