SSBRX Alternatives & Similar Mutual Funds

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
LTRIX	Principal LifeTime 2045 Fund	0.01%	—	Feb 2008	SSBRX vs LTRIX
PTDIX	Principal LifeTime 2040 Fund	0.01%	—	Feb 2001	SSBRX vs PTDIX
PMTIX	Principal LifeTime 2030 Fund	0.01%	—	Feb 2001	SSBRX vs PMTIX
PLTZX	Principal LifeTime 2060 Fund	0.01%	—	Feb 2013	SSBRX vs PLTZX
LTIUX	Principal LifeTime 2035 Fund	0.01%	—	Feb 2008	SSBRX vs LTIUX

Best Risk-Adjusted Alternatives to SSBRX

SSBRX has a PortfoliosLab risk / return rank of 81. There are 15 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 86.

Symbol	Name	Risk / Return Rank	AUM	Inception
PADLX	Putnam Retirement Advantage Maturity Fund	86	—	Dec 2019	SSBRX vs PADLX
FIRVX	Fidelity Managed Retirement 2020 Fund	86	—	Dec 2007	SSBRX vs FIRVX
FRKMX	Fidelity Managed Retirement Income Fund Class K	86	—	Aug 2019	SSBRX vs FRKMX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	86	—	Aug 2019	SSBRX vs FRHMX
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	85	—	Aug 2007	SSBRX vs FRAMX

Top Performing SSBRX Alternatives (YTD)

SSBRX is at 6.34% YTD. There are 478 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 15,640,638.04%.

Symbol	Name	YTD Return	AUM	Inception
FRKMX	Fidelity Managed Retirement Income Fund Class K	15,640,638.04%	—	Aug 2019	SSBRX vs FRKMX
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	1,644,791.35%	—	Aug 2007	SSBRX vs FRAMX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	1,464,383.96%	—	Aug 2019	SSBRX vs FRHMX
FIRVX	Fidelity Managed Retirement 2020 Fund	1,440,933.92%	—	Dec 2007	SSBRX vs FIRVX
FWLSX	Fidelity Flex Freedom Blend 2060 Fund	14.17%	—	Jun 2017	SSBRX vs FWLSX

Lowest Volatility Alternatives to SSBRX

SSBRX has 5.85% 1-year volatility. There are 93 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.50%.

Symbol	Name	Volatility 1Y	AUM	Inception
TDIFX	Dimensional Retirement Income Fund	3.50%	—	Nov 2015	SSBRX vs TDIFX
FRQIX	Fidelity Advisor Managed Retirement 2010 Fund Clas...	4.32%	—	Aug 2007	SSBRX vs FRQIX
FRIMX	Fidelity Advisor Managed Retirement Income Fund Cl...	4.32%	—	Aug 2007	SSBRX vs FRIMX
FRQAX	Fidelity Advisor Managed Retirement 2010 Fund Clas...	4.33%	—	Aug 2007	SSBRX vs FRQAX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	4.35%	—	Oct 2009	SSBRX vs FIKFX

Lowest Drawdown Alternatives to SSBRX

SSBRX has a 1-year max drawdown of -4.44%. There are 88 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
TDIFX	Dimensional Retirement Income Fund	-2.61%	—	Nov 2015	SSBRX vs TDIFX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	-3.32%	—	Oct 2009	SSBRX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	-3.33%	—	Oct 2009	SSBRX vs FFGZX
FRQHX	Fidelity Managed Retirement 2010 Fund Class K6	-3.41%	—	Aug 2019	SSBRX vs FRQHX
FRQKX	Fidelity Managed Retirement 2010 Fund Class K	-3.42%	—	Aug 2019	SSBRX vs FRQKX

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	65	11.34%	—	Sep 2014	SSBRX vs SSSYX
SVSPX	State Street S&P 500 Index Fund Class N	Large Cap Blend Equities	79	10.79%	—	Dec 1992	SSBRX vs SVSPX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	64	11.34%	—	Aug 2014	SSBRX vs SSEYX
SSGVX	State Street Global All Cap Equity ex-U.S.Index Po...	Foreign Large Cap Equities	61	13.12%	—	Sep 2014	SSBRX vs SSGVX
ELFNX	Elfun Trusts	Large Cap Growth Equities	33	7.25%	—	May 1935	SSBRX vs ELFNX
SSAFX	State Street Aggregate Bond Index Portfolio	Intermediate Core Bond	21	0.15%	—	Sep 2014	SSBRX vs SSAFX
SSGJX	State Street Global All Cap Equity ex-U.S. Index F...	Foreign Large Cap Equities	60	13.05%	—	Sep 2014	SSBRX vs SSGJX
SSHQX	State Street Hedged International Developed Equity...	Foreign Large Cap Equities	80	13.10%	—	May 2015	SSBRX vs SSHQX
SSAQX	State Street U.S. Core Equity Fund	Large Cap Blend Equities	42	8.26%	—	Dec 1979	SSBRX vs SSAQX
EINFX	Elfun Income Fund	Intermediate Core-Plus Bond	14	-0.38%	—	Dec 1984	SSBRX vs EINFX

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.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
^GSPC	S&P 500 Index		71	9.79%	—	—	SSBRX vs ^GSPC
FXNAX	Fidelity U.S. Bond Index Fund	Total Bond Market	19	0.04%	—	Mar 1990	SSBRX vs FXNAX
VTTVX	Vanguard Target Retirement 2025 Fund	Diversified Portfolio, Target Retirement Date	65	6.27%	76.90B	Oct 2003	SSBRX vs VTTVX
FFTWX	Fidelity Freedom 2025 Fund	Target Retirement Date	66	7.97%	—	Nov 2003	SSBRX vs FFTWX
TTIHX	Nuveen Lifecycle Index 2055 Fund Class I	Target Retirement Date	65	11.59%	—	Dec 2015	SSBRX vs TTIHX
RFGTX	American Funds 2040 Target Date Retirement Fund Cl...	Target Retirement Date	51	9.08%	—	Feb 2007	SSBRX vs RFGTX
PDIZX	Putnam Retirement Advantage 2030 Fund	Target Retirement Date	77	4.70%	—	Dec 2019	SSBRX vs PDIZX
ELFTX	Elfun Tax Exempt Income Fund	Municipal Bonds	77	1.72%	—	Jan 1980	SSBRX vs ELFTX
LIRIX	BlackRock LifePath Index Retirement Fund	Target Retirement Date	75	5.37%	—	May 2011	SSBRX vs LIRIX
SSBWX	State Street Target Retirement 2030 Fund	Target Retirement Date	70	7.46%	—	Sep 2014	SSBRX vs SSBWX
FTLSX	Fidelity Flex Freedom Blend Income Fund	Target Retirement Date	73	4.70%	—	Jun 2017	SSBRX vs FTLSX
ARFVX	American Century Investments One Choice 2050 Portf...	Target Retirement Date	45	7.76%	956.18M	May 2008	SSBRX vs ARFVX
FOTKX	Fidelity Freedom 2010 Fund Class K6	Target Retirement Date	74	5.15%	—	Oct 1996	SSBRX vs FOTKX
PLTHX	Principal LifeTime Hybrid 2060 Fund	Target Retirement Date	62	10.88%	—	Sep 2014	SSBRX vs PLTHX
FQLSX	Fidelity Flex Freedom Blend 2055 Fund	Target Retirement Date	73	14.07%	—	Jun 2017	SSBRX vs FQLSX
FAELX	Connecticut Higher Education Trust 529 College Sav...	Target Retirement Date	67	8.89%	—	Oct 2004	SSBRX vs FAELX
PBRNX	PIMCO RealPath Blend Income Fund	Target Retirement Date	63	5.82%	—	Dec 2014	SSBRX vs PBRNX
STLFX	BlackRock LifePath Dynamic 2050 Fund	Target Retirement Date	54	12.31%	—	Jun 2008	SSBRX vs STLFX
FHNDX	Fidelity Freedom Blend 2020 Fund Class K6	Target Retirement Date	69	6.89%	—	Aug 2018	SSBRX vs FHNDX
PDAHX	Prudential Day One Income Fund	Target Retirement Date	82	5.04%	—	Dec 2016	SSBRX vs PDAHX

Compare SSBRX with Any Fund or Stock

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

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Diversifiers

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

State Street Target Retirement 2025 Fund (SSBRX) Alternatives