State Street Target Retirement 2030 Fund (SSBWX) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to SSBWX

SSBWX charges 0.15% annually. Among mutual funds in the Target Retirement Date category, these options have the lowest expense ratios among SSBWX alternatives.

Symbol	Name	Expense Ratio	Inception
LTIUX	Principal LifeTime 2035 Fund	0.01%	Feb 28, 2008	SSBWX vs LTIUX
PMTIX	Principal LifeTime 2030 Fund	0.01%	Feb 28, 2001	SSBWX vs PMTIX
JLKYX	John Hancock Funds Multi-Index 2055 Lifetime Portf...	0.01%	Mar 25, 2014	SSBWX vs JLKYX
LTRIX	Principal LifeTime 2045 Fund	0.01%	Feb 28, 2008	SSBWX vs LTRIX
FCQTX	American Funds 2065 Target Date Retirement Fund	0.01%	Mar 26, 2020	SSBWX vs FCQTX

Best Risk-Adjusted Alternatives to SSBWX

Among mutual funds in the Target Retirement Date category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
URINX	USAA Target Retirement Income Fund	86	Jul 30, 2008	SSBWX vs URINX
PADLX	Putnam Retirement Advantage Maturity Fund	86	Dec 30, 2019	SSBWX vs PADLX
FYTKX	Fidelity Freedom Income Fund Class K6	84	Oct 17, 1996	SSBWX vs FYTKX
SSFNX	State Street Target Retirement Fund	84	Sep 29, 2014	SSBWX vs SSFNX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	84	Aug 1, 2019	SSBWX vs FRHMX

Top Performing SSBWX Alternatives (YTD)

SSBWX alternatives from the Target Retirement Date category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
PDAHX	Prudential Day One Income Fund	0.08%	Dec 12, 2016	SSBWX vs PDAHX
SSFNX	State Street Target Retirement Fund	-0.35%	Sep 29, 2014	SSBWX vs SSFNX
TDIFX	Dimensional Retirement Income Fund	-0.37%	Nov 1, 2015	SSBWX vs TDIFX
PDDDX	Prudential Day One 2020 Fund	-0.38%	Dec 12, 2016	SSBWX vs PDDDX
FYTKX	Fidelity Freedom Income Fund Class K6	-0.40%	Oct 17, 1996	SSBWX vs FYTKX

Lowest Volatility Alternatives to SSBWX

SSBWX alternatives from the Target Retirement Date category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
TDIFX	Dimensional Retirement Income Fund	4.31%	Nov 1, 2015	SSBWX vs TDIFX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	4.34%	Oct 2, 2009	SSBWX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	4.35%	Oct 2, 2009	SSBWX vs FFGZX
FRKMX	Fidelity Managed Retirement Income Fund Class K	4.58%	Aug 1, 2019	SSBWX vs FRKMX
FIRMX	Fidelity Managed Retirement Income Fund	4.59%	Aug 30, 2007	SSBWX vs FIRMX

Lowest Drawdown Alternatives to SSBWX

SSBWX alternatives from the Target Retirement Date category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
TDIFX	Dimensional Retirement Income Fund	-2.84%	Nov 1, 2015	SSBWX vs TDIFX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	-3.32%	Oct 2, 2009	SSBWX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	-3.33%	Oct 2, 2009	SSBWX vs FFGZX
FRQHX	Fidelity Managed Retirement 2010 Fund Class K6	-3.41%	Aug 1, 2019	SSBWX vs FRQHX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	-3.42%	Aug 1, 2019	SSBWX vs FRHMX

Other Mutual Funds from State Street

Most popular State Street mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
SSSYX	State Street Equity 500 Index Fund Class K	Large Cap Blend Equities	46	-7.05%	Sep 17, 2014	SSBWX vs SSSYX
SVSPX	State Street S&P 500 Index Fund Class N	Large Cap Blend Equities	30	-7.09%	Dec 30, 1992	SSBWX vs SVSPX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	44	-7.05%	Aug 11, 2014	SSBWX vs SSEYX
SSGVX	State Street Global All Cap Equity ex-U.S.Index Po...	Foreign Large Cap Equities	82	-0.63%	Sep 17, 2014	SSBWX vs SSGVX
ELFNX	Elfun Trusts	Large Cap Growth Equities	34	-9.40%	May 27, 1935	SSBWX vs ELFNX
SSAQX	State Street U.S. Core Equity Fund	Large Cap Blend Equities	39	-8.81%	Dec 31, 1979	SSBWX vs SSAQX
SSAFX	State Street Aggregate Bond Index Portfolio	Intermediate Core Bond	59	-0.18%	Sep 19, 2014	SSBWX vs SSAFX
SSGJX	State Street Global All Cap Equity ex-U.S. Index F...	Foreign Large Cap Equities	82	-0.66%	Sep 17, 2014	SSBWX vs SSGJX
ELFTX	Elfun Tax Exempt Income Fund	Municipal Bonds	36	-0.77%	Jan 1, 1980	SSBWX vs ELFTX
SSMKX	State Street Small/Mid Cap Equity Index Fund	Mid Cap Blend Equities	38	-4.46%	Aug 12, 2015	SSBWX vs SSMKX

Often Compared With SSBWX

What investors most often compare with SSBWX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
SSCNX	State Street Target Retirement 2040 Fund	Target Retirement Date	68	-3.19%	Sep 29, 2014	SSBWX vs SSCNX
FITLX	Fidelity US Sustainability Index Fund	Large Cap Blend Equities	51	-8.73%	May 9, 2017	SSBWX vs FITLX
VTHRX	Vanguard Target Retirement 2030 Fund	Target Retirement Date, Diversified Portfolio	74	-2.79%	Jun 7, 2006	SSBWX vs VTHRX
SSDDX	State Street Target Retirement 2045 Fund	Target Retirement Date	67	-3.38%	Sep 29, 2014	SSBWX vs SSDDX
VBIAX	Vanguard Balanced Index Fund Admiral Shares	Diversified Portfolio	59	-4.19%	Nov 13, 2000	SSBWX vs VBIAX
SSDJX	State Street Target Retirement 2050 Fund	Target Retirement Date	66	-3.49%	Sep 29, 2014	SSBWX vs SSDJX
SIVIX	State Street Institutional Small-Cap Equity Fund	Small Cap Blend Equities	11	-3.53%	Aug 3, 1998	SSBWX vs SIVIX
FRQKX	Fidelity Managed Retirement 2010 Fund Class K	Target Retirement Date	83	-0.48%	Aug 1, 2019	SSBWX vs FRQKX
SSASX	State Street Income Fund	Intermediate Core-Plus Bond	44	-0.61%	Jan 2, 1980	SSBWX vs SSASX
SSGLX	State Street Global All Cap Equity ex-U.S. Index F...	Global Equities	81	-0.64%	Sep 17, 2014	SSBWX vs SSGLX
EGLBX	Elfun International Equity Fund	Foreign Large Cap Equities	18	-5.04%	Jan 4, 1988	SSBWX vs EGLBX
PTDIX	Principal LifeTime 2040 Fund	Target Retirement Date	42	-4.20%	Feb 28, 2001	SSBWX vs PTDIX
SSCJX	State Street Target Retirement 2035 Fund	Target Retirement Date	68	-2.91%	Sep 29, 2014	SSBWX vs SSCJX
ELDFX	Elfun Diversified Fund	Diversified Portfolio	69	-3.14%	Jan 3, 1988	SSBWX vs ELDFX
FTLSX	Fidelity Flex Freedom Blend Income Fund	Target Retirement Date	83	-0.50%	Jun 8, 2017	SSBWX vs FTLSX
SSFDX	State Street Aggregate Bond Index Fund	Intermediate Core Bond	58	-0.18%	Sep 19, 2014	SSBWX vs SSFDX
SSKEX	State Street Emerging Markets Equity Index Fund	Emerging Markets Diversified	86	1.08%	Dec 17, 2015	SSBWX vs SSKEX
EINFX	Elfun Income Fund	Intermediate Core-Plus Bond	44	-0.66%	Dec 31, 1984	SSBWX vs EINFX
FOTKX	Fidelity Freedom 2010 Fund Class K6	Target Retirement Date	84	-0.61%	Oct 17, 1996	SSBWX vs FOTKX
FRIMX	Fidelity Advisor Managed Retirement Income Fund Cl...	Target Retirement Date	82	-0.51%	Aug 30, 2007	SSBWX vs FRIMX

Compare SSBWX with Any Fund or Stock

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

Symbol name

State Street Target Retirement 2030 Fund

Symbol name