SSBWX Alternatives & Similar Mutual Funds

State Street Target Retirement 2030 Fund (SSBWX) 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 SSBWX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to SSBWX

SSBWX charges 0.15% annually. There are 151 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
JRLVX	John Hancock Funds Multi-Index 2045 Lifetime Portf...	0.01%	—	Nov 2013	SSBWX vs JRLVX
LTRIX	Principal LifeTime 2045 Fund	0.01%	—	Feb 2008	SSBWX vs LTRIX
PPLIX	Principal LifeTime 2050 Fund	0.01%	—	Feb 2001	SSBWX vs PPLIX
LTFIX	Principal LifeTime 2055 Fund	0.01%	—	Feb 2008	SSBWX vs LTFIX
JIEHX	John Hancock Funds Multi-Index 2060 Lifetime Portf...	0.01%	—	Mar 2016	SSBWX vs JIEHX

Best Risk-Adjusted Alternatives to SSBWX

SSBWX has a PortfoliosLab risk / return rank of 72. There are 45 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
SSFNX	State Street Target Retirement Fund	86	—	Sep 2014	SSBWX vs SSFNX
URINX	USAA Target Retirement Income Fund	85	—	Jul 2008	SSBWX vs URINX
PDAHX	Prudential Day One Income Fund	85	—	Dec 2016	SSBWX vs PDAHX
SSBRX	State Street Target Retirement 2025 Fund	83	—	Sep 2014	SSBWX vs SSBRX
URTRX	USAA Target Retirement 2030 Fund	83	—	Jul 2008	SSBWX vs URTRX

Top Performing SSBWX Alternatives (YTD)

SSBWX is at 6.95% YTD. There are 403 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.54%.

Symbol	Name	YTD Return	AUM	Inception
URSIX	USAA Target Retirement 2060 Fund	13.54%	—	Jul 2013	SSBWX vs URSIX
URFFX	USAA Target Retirement 2050 Fund	13.05%	—	Jul 2008	SSBWX vs URFFX
FWLSX	Fidelity Flex Freedom Blend 2060 Fund	12.89%	—	Jun 2017	SSBWX vs FWLSX
FDFPX	Fidelity Flex Freedom Blend 2065 Fund	12.86%	—	Jun 2019	SSBWX vs FDFPX
FQLSX	Fidelity Flex Freedom Blend 2055 Fund	12.80%	—	Jun 2017	SSBWX vs FQLSX

Lowest Volatility Alternatives to SSBWX

SSBWX has 8.09% 1-year volatility. There are 186 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.51%.

Symbol	Name	Volatility 1Y	AUM	Inception
TDIFX	Dimensional Retirement Income Fund	3.51%	—	Nov 2015	SSBWX vs TDIFX
FIKFX	Fidelity Freedom Index Retirement Fund Investor Cl...	4.43%	—	Oct 2009	SSBWX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	4.46%	—	Oct 2009	SSBWX vs FFGZX
MLLIX	MFS Lifetime Income Fund	4.50%	—	Sep 2005	SSBWX vs MLLIX
DRIQX	Dimensional 2015 Target Date Retirement Income Fun...	4.51%	—	Nov 2015	SSBWX vs DRIQX

Lowest Drawdown Alternatives to SSBWX

SSBWX has a 1-year max drawdown of -6.20%. There are 194 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	SSBWX vs TDIFX
FIKFX	Fidelity Freedom Index Retirement Fund Investor Cl...	-3.32%	—	Oct 2009	SSBWX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	-3.33%	—	Oct 2009	SSBWX vs FFGZX
DRIQX	Dimensional 2015 Target Date Retirement Income Fun...	-3.47%	—	Nov 2015	SSBWX vs DRIQX
PRMYX	Putnam RetirementReady Maturity Fund	-3.50%	—	Oct 2004	SSBWX vs PRMYX

Other Mutual Funds from State Street

The 10 most viewed State Street mutual funds shown here include SSSYX, SVSPX, SSEYX and span 7 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	SSBWX vs SSSYX
SVSPX	State Street S&P 500 Index Fund Class N	Large Cap Blend Equities	75	10.04%	—	Dec 1992	SSBWX vs SVSPX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	57	10.12%	—	Aug 2014	SSBWX vs SSEYX
SSGVX	State Street Global All Cap Equity ex-U.S.Index Po...	Foreign Large Cap Equities	75	13.56%	—	Sep 2014	SSBWX vs SSGVX
ELFNX	Elfun Trusts	Large Cap Growth Equities	28	6.97%	—	May 1935	SSBWX vs ELFNX
SSAFX	State Street Aggregate Bond Index Portfolio	Intermediate Core Bond	17	-0.61%	—	Sep 2014	SSBWX vs SSAFX
SSGJX	State Street Global All Cap Equity ex-U.S. Index F...	Foreign Large Cap Equities	74	13.48%	—	Sep 2014	SSBWX vs SSGJX
SSHQX	State Street Hedged International Developed Equity...	Foreign Large Cap Equities	86	14.11%	—	May 2015	SSBWX vs SSHQX
EINFX	Elfun Income Fund	Intermediate Core-Plus Bond	11	-1.31%	—	Dec 1984	SSBWX vs EINFX
SSCNX	State Street Target Retirement 2040 Fund	Target Retirement Date	66	8.49%	—	Sep 2014	SSBWX vs SSCNX

Often Compared With SSBWX

Investors most often compare SSBWX with FITLX, FRQHX, TTIHX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FITLX	Fidelity U.S. Sustainability Index Fund	Large Cap Blend Equities, ESG	50	10.11%	—	May 2017	SSBWX vs FITLX
FRQHX	Fidelity Managed Retirement 2010 Fund Class K6	Target Retirement Date	—	—	—	Aug 2019	SSBWX vs FRQHX
TTIHX	Nuveen Lifecycle Index 2055 Fund Class I	Target Retirement Date	66	10.59%	—	Dec 2015	SSBWX vs TTIHX
SSDJX	State Street Target Retirement 2050 Fund	Target Retirement Date	66	9.99%	—	Sep 2014	SSBWX vs SSDJX
SIVIX	State Street Institutional Small-Cap Equity Fund	Small Cap Blend Equities	32	14.67%	—	Aug 1998	SSBWX vs SIVIX
VTHRX	Vanguard Target Retirement 2030 Fund	Target Retirement Date, Diversified Portfolio	63	6.59%	114.30B	Jun 2006	SSBWX vs VTHRX
FTLSX	Fidelity Flex Freedom Blend Income Fund	Target Retirement Date	69	4.00%	—	Jun 2017	SSBWX vs FTLSX
SSCJX	State Street Target Retirement 2035 Fund	Target Retirement Date	65	7.75%	—	Sep 2014	SSBWX vs SSCJX
SSFDX	State Street Aggregate Bond Index Fund	Intermediate Core Bond	17	-0.62%	—	Sep 2014	SSBWX vs SSFDX
FSNLX	Fidelity Freedom 2015 Fund Class K	Target Retirement Date	65	5.03%	—	Jul 2017	SSBWX vs FSNLX
FRBHX	Fidelity Freedom® 2070 Fund Class K6	Target Retirement Date	69	12.69%	—	Jun 2024	SSBWX vs FRBHX
SSAQX	State Street U.S. Core Equity Fund	Large Cap Blend Equities	35	7.63%	—	Dec 1979	SSBWX vs SSAQX
SSDDX	State Street Target Retirement 2045 Fund	Target Retirement Date	65	9.22%	—	Sep 2014	SSBWX vs SSDDX
FCTKX	Fidelity Freedom 2055 Fund Class K6	Target Retirement Date	70	12.72%	—	Jun 2011	SSBWX vs FCTKX
SSMHX	State Street Small/Mid Cap Equity Index Portfolio	Mid Cap Growth Equities	44	13.35%	—	Aug 2015	SSBWX vs SSMHX
EGLBX	Elfun International Equity Fund	Foreign Large Cap Equities	40	11.52%	—	Jan 1988	SSBWX vs EGLBX
ELFTX	Elfun Tax Exempt Income Fund	Municipal Bonds	68	0.08%	—	Jan 1980	SSBWX vs ELFTX
SSASX	State Street Income Fund	Intermediate Core-Plus Bond	11	-1.33%	—	Jan 1980	SSBWX vs SSASX
PTDIX	Principal LifeTime 2040 Fund	Target Retirement Date	46	7.20%	—	Feb 2001	SSBWX vs PTDIX
SSMKX	State Street Small/Mid Cap Equity Index Fund	Mid Cap Blend Equities	43	13.33%	—	Aug 2015	SSBWX vs SSMKX

Compare SSBWX with Any Fund or Stock

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

Symbol name

Diversifiers

Pair SSBWX with funds that move differently

State Street Target Retirement 2030 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SSBWX.

Explore SSBWX Diversifiers

State Street Target Retirement 2030 Fund (SSBWX) Alternatives