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
PLWIX	Principal LifeTime 2020 Fund	0.01%	—	Feb 2001	SSBWX vs PLWIX
JLKYX	John Hancock Funds Multi-Index 2055 Lifetime Portf...	0.01%	—	Mar 2014	SSBWX vs JLKYX
JRLVX	John Hancock Funds Multi-Index 2045 Lifetime Portf...	0.01%	—	Nov 2013	SSBWX vs JRLVX
PLTZX	Principal LifeTime 2060 Fund	0.01%	—	Feb 2013	SSBWX vs PLTZX
FCQTX	American Funds 2065 Target Date Retirement Fund	0.01%	—	Mar 2020	SSBWX vs FCQTX

Best Risk-Adjusted Alternatives to SSBWX

SSBWX has a PortfoliosLab risk / return rank of 69. There are 72 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	SSBWX vs PADLX
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	85	—	Aug 2007	SSBWX vs FRAMX
SSFNX	State Street Target Retirement Fund	84	—	Sep 2014	SSBWX vs SSFNX
PDAHX	Prudential Day One Income Fund	82	—	Dec 2016	SSBWX vs PDAHX
TDIFX	Dimensional Retirement Income Fund	81	—	Nov 2015	SSBWX vs TDIFX

Top Performing SSBWX Alternatives (YTD)

SSBWX is at 6.88% YTD. There are 403 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 1,644,791.35%.

Symbol	Name	YTD Return	AUM	Inception
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	1,644,791.35%	—	Aug 2007	SSBWX vs FRAMX
URSIX	USAA Target Retirement 2060 Fund	12.78%	—	Jul 2013	SSBWX vs URSIX
FWLSX	Fidelity Flex Freedom Blend 2060 Fund	12.62%	—	Jun 2017	SSBWX vs FWLSX
FFSZX	Fidelity Freedom 2065 Fund Class K6	12.58%	—	Jun 2019	SSBWX vs FFSZX
FCTKX	Fidelity Freedom 2055 Fund Class K6	12.56%	—	Jun 2011	SSBWX vs FCTKX

Lowest Volatility Alternatives to SSBWX

SSBWX has 7.94% 1-year volatility. There are 196 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
FRIMX	Fidelity Advisor Managed Retirement Income Fund Cl...	4.32%	—	Aug 2007	SSBWX vs FRIMX
FRQIX	Fidelity Advisor Managed Retirement 2010 Fund Clas...	4.32%	—	Aug 2007	SSBWX vs FRQIX
FRQAX	Fidelity Advisor Managed Retirement 2010 Fund Clas...	4.33%	—	Aug 2007	SSBWX vs FRQAX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	4.38%	—	Oct 2009	SSBWX vs FIKFX

Lowest Drawdown Alternatives to SSBWX

SSBWX has a 1-year max drawdown of -6.20%. There are 205 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 Income Fund Investor Class	-3.32%	—	Oct 2009	SSBWX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	-3.33%	—	Oct 2009	SSBWX vs FFGZX
FRQIX	Fidelity Advisor Managed Retirement 2010 Fund Clas...	-3.43%	—	Aug 2007	SSBWX vs FRQIX
FRIMX	Fidelity Advisor Managed Retirement Income Fund Cl...	-3.44%	—	Aug 2007	SSBWX vs FRIMX

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	62	10.45%	—	Sep 2014	SSBWX vs SSSYX
SVSPX	State Street S&P 500 Index Fund Class N	Large Cap Blend Equities	78	10.39%	—	Dec 1992	SSBWX vs SVSPX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	61	10.46%	—	Aug 2014	SSBWX vs SSEYX
SSGVX	State Street Global All Cap Equity ex-U.S.Index Po...	Foreign Large Cap Equities	58	11.96%	—	Sep 2014	SSBWX vs SSGVX
ELFNX	Elfun Trusts	Large Cap Growth Equities	31	6.45%	—	May 1935	SSBWX vs ELFNX
SSAFX	State Street Aggregate Bond Index Portfolio	Intermediate Core Bond	22	-0.20%	—	Sep 2014	SSBWX vs SSAFX
SSGJX	State Street Global All Cap Equity ex-U.S. Index F...	Foreign Large Cap Equities	57	11.89%	—	Sep 2014	SSBWX vs SSGJX
SSHQX	State Street Hedged International Developed Equity...	Foreign Large Cap Equities	81	12.84%	—	May 2015	SSBWX vs SSHQX
EINFX	Elfun Income Fund	Intermediate Core-Plus Bond	15	-0.69%	—	Dec 1984	SSBWX vs EINFX
SSAQX	State Street U.S. Core Equity Fund	Large Cap Blend Equities	40	7.31%	—	Dec 1979	SSBWX vs SSAQX

Often Compared With SSBWX

Investors most often compare SSBWX with SSCNX, FITLX, FRQHX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SSCNX	State Street Target Retirement 2040 Fund	Target Retirement Date	62	8.49%	—	Sep 2014	SSBWX vs SSCNX
FITLX	Fidelity U.S. Sustainability Index Fund	Large Cap Blend Equities, ESG	52	9.81%	—	May 2017	SSBWX vs FITLX
FRQHX	Fidelity Managed Retirement 2010 Fund Class K6	Target Retirement Date	—	—	—	Aug 2019	SSBWX vs FRQHX
SSDJX	State Street Target Retirement 2050 Fund	Target Retirement Date	63	9.88%	—	Sep 2014	SSBWX vs SSDJX
TTIHX	Nuveen Lifecycle Index 2055 Fund Class I	Target Retirement Date	62	10.39%	—	Dec 2015	SSBWX vs TTIHX
VTHRX	Vanguard Target Retirement 2030 Fund	Target Retirement Date, Diversified Portfolio	60	6.61%	115.40B	Jun 2006	SSBWX vs VTHRX
SIVIX	State Street Institutional Small-Cap Equity Fund	Small Cap Blend Equities	23	13.79%	—	Aug 1998	SSBWX vs SIVIX
SSCJX	State Street Target Retirement 2035 Fund	Target Retirement Date	64	7.75%	—	Sep 2014	SSBWX vs SSCJX
FTLSX	Fidelity Flex Freedom Blend Income Fund	Target Retirement Date	71	4.10%	—	Jun 2017	SSBWX vs FTLSX
SSFDX	State Street Aggregate Bond Index Fund	Intermediate Core Bond	22	-0.20%	—	Sep 2014	SSBWX vs SSFDX
SSDDX	State Street Target Retirement 2045 Fund	Target Retirement Date	62	9.16%	—	Sep 2014	SSBWX vs SSDDX
FRBHX	Fidelity Freedom® 2070 Fund Class K6	Target Retirement Date	68	12.53%	—	Jun 2024	SSBWX vs FRBHX
FSNLX	Fidelity Freedom 2015 Fund Class K	Target Retirement Date	68	5.11%	—	Jul 2017	SSBWX vs FSNLX
SSMHX	State Street Small/Mid Cap Equity Index Portfolio	Mid Cap Growth Equities	46	14.68%	—	Aug 2015	SSBWX vs SSMHX
ELFTX	Elfun Tax Exempt Income Fund	Municipal Bonds	78	1.62%	—	Jan 1980	SSBWX vs ELFTX
SSBRX	State Street Target Retirement 2025 Fund	Target Retirement Date	81	5.94%	—	Sep 2014	SSBWX vs SSBRX
EGLBX	Elfun International Equity Fund	Foreign Large Cap Equities	23	9.55%	—	Jan 1988	SSBWX vs EGLBX
SSASX	State Street Income Fund	Intermediate Core-Plus Bond	16	-0.72%	—	Jan 1980	SSBWX vs SSASX
PTDIX	Principal LifeTime 2040 Fund	Target Retirement Date	41	6.42%	—	Feb 2001	SSBWX vs PTDIX
VBIAX	Vanguard Balanced Index Fund Admiral Shares	Diversified Portfolio	65	6.49%	64.10B	Nov 2000	SSBWX vs VBIAX

Compare SSBWX with Any Fund or Stock

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

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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