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
LTSTX	Principal LifeTime 2025 Fund	0.01%	—	Feb 2008	SSBWX vs LTSTX
PLTZX	Principal LifeTime 2060 Fund	0.01%	—	Feb 2013	SSBWX vs PLTZX
JIEHX	John Hancock Funds Multi-Index 2060 Lifetime Portf...	0.01%	—	Mar 2016	SSBWX vs JIEHX
LTRIX	Principal LifeTime 2045 Fund	0.01%	—	Feb 2008	SSBWX vs LTRIX
PPLIX	Principal LifeTime 2050 Fund	0.01%	—	Feb 2001	SSBWX vs PPLIX

Best Risk-Adjusted Alternatives to SSBWX

SSBWX has a PortfoliosLab risk / return rank of 75. There are 78 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
PADLX	Putnam Retirement Advantage Maturity Fund	89	—	Dec 2019	SSBWX vs PADLX
SSFNX	State Street Target Retirement Fund	88	—	Sep 2014	SSBWX vs SSFNX
PDAHX	Prudential Day One Income Fund	85	—	Dec 2016	SSBWX vs PDAHX
SSBRX	State Street Target Retirement 2025 Fund	85	—	Sep 2014	SSBWX vs SSBRX
DRILX	Dimensional 2060 Target Date Retirement Income Fun...	83	—	Nov 2015	SSBWX vs DRILX

Top Performing SSBWX Alternatives (YTD)

SSBWX is at 7.96% YTD. There are 412 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 14.17%.

Symbol	Name	YTD Return	AUM	Inception
FWLSX	Fidelity Flex Freedom Blend 2060 Fund	14.17%	—	Jun 2017	SSBWX vs FWLSX
FDFPX	Fidelity Flex Freedom Blend 2065 Fund	14.11%	—	Jun 2019	SSBWX vs FDFPX
FQLSX	Fidelity Flex Freedom Blend 2055 Fund	14.07%	—	Jun 2017	SSBWX vs FQLSX
FHDDX	Fidelity Freedom Blend 2055 Fund Class K6	14.04%	—	Aug 2018	SSBWX vs FHDDX
FFBQX	Fidelity Freedom Blend 2065 Fund Class K6	14.03%	—	Jun 2019	SSBWX vs FFBQX

Lowest Volatility Alternatives to SSBWX

SSBWX has 7.42% 1-year volatility. There are 215 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.33%.

Symbol	Name	Volatility 1Y	AUM	Inception
TDIFX	Dimensional Retirement Income Fund	3.33%	—	Nov 2015	SSBWX vs TDIFX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	3.98%	—	Oct 2009	SSBWX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	4.01%	—	Oct 2009	SSBWX vs FFGZX
FRQHX	Fidelity Managed Retirement 2010 Fund Class K6	4.14%	—	Aug 2019	SSBWX vs FRQHX
FRKMX	Fidelity Managed Retirement Income Fund Class K	4.15%	—	Aug 2019	SSBWX vs FRKMX

Lowest Drawdown Alternatives to SSBWX

SSBWX has a 1-year max drawdown of -6.20%. There are 224 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
FRQHX	Fidelity Managed Retirement 2010 Fund Class K6	-3.41%	—	Aug 2019	SSBWX vs FRQHX
FRKMX	Fidelity Managed Retirement Income Fund Class K	-3.42%	—	Aug 2019	SSBWX vs FRKMX

Other Mutual Funds from State Street

The 10 most viewed State Street mutual funds shown here include SSSYX, SVSPX, SSEYX and span 5 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SSSYX	State Street Equity 500 Index Fund Class K	Large Cap Blend Equities	73	11.69%	—	Sep 2014	SSBWX vs SSSYX
SVSPX	State Street S&P 500 Index Fund Class N	Large Cap Blend Equities	88	11.63%	—	Dec 1992	SSBWX vs SVSPX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	72	11.70%	—	Aug 2014	SSBWX vs SSEYX
SSGVX	State Street Global All Cap Equity ex-U.S.Index Po...	Foreign Large Cap Equities	62	14.99%	—	Sep 2014	SSBWX vs SSGVX
ELFNX	Elfun Trusts	Large Cap Growth Equities	42	6.95%	—	May 1935	SSBWX vs ELFNX
SSAFX	State Street Aggregate Bond Index Portfolio	Intermediate Core Bond	26	0.42%	—	Sep 2014	SSBWX vs SSAFX
SSGJX	State Street Global All Cap Equity ex-U.S. Index F...	Foreign Large Cap Equities	62	14.94%	—	Sep 2014	SSBWX vs SSGJX
SSAQX	State Street U.S. Core Equity Fund	Large Cap Blend Equities	51	8.01%	—	Dec 1979	SSBWX vs SSAQX
EINFX	Elfun Income Fund	Intermediate Core-Plus Bond	17	0.04%	—	Dec 1984	SSBWX vs EINFX
SSHQX	State Street Hedged International Developed Equity...	Foreign Large Cap Equities	50	10.20%	—	May 2015	SSBWX vs SSHQX

Often Compared With SSBWX

Investors most often compare SSBWX with SSCNX, FITLX, VTHRX. These 20 comparison targets span 9 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	71	10.08%	—	Sep 2014	SSBWX vs SSCNX
FITLX	Fidelity US Sustainability Index Fund	Large Cap Blend Equities	57	10.47%	—	May 2017	SSBWX vs FITLX
VTHRX	Vanguard Target Retirement 2030 Fund	Target Retirement Date, Diversified Portfolio	69	8.06%	112.90B	Jun 2006	SSBWX vs VTHRX
SSDJX	State Street Target Retirement 2050 Fund	Target Retirement Date	71	11.65%	—	Sep 2014	SSBWX vs SSDJX
TTIHX	Nuveen Lifecycle Index 2055 Fund Class I	Target Retirement Date	70	12.23%	—	Dec 2015	SSBWX vs TTIHX
SIVIX	State Street Institutional Small-Cap Equity Fund	Small Cap Blend Equities	16	9.31%	—	Aug 1998	SSBWX vs SIVIX
FTLSX	Fidelity Flex Freedom Blend Income Fund	Target Retirement Date	80	5.19%	—	Jun 2017	SSBWX vs FTLSX
SSDDX	State Street Target Retirement 2045 Fund	Target Retirement Date	71	10.91%	—	Sep 2014	SSBWX vs SSDDX
SSCJX	State Street Target Retirement 2035 Fund	Target Retirement Date	72	9.21%	—	Sep 2014	SSBWX vs SSCJX
SSFDX	State Street Aggregate Bond Index Fund	Intermediate Core Bond	26	0.42%	—	Sep 2014	SSBWX vs SSFDX
FSNLX	Fidelity Freedom 2015 Fund Class K	Target Retirement Date	75	6.21%	—	Jul 2017	SSBWX vs FSNLX
FRBHX	Fidelity Freedom® 2070 Fund Class K6	Target Retirement Date	72	13.94%	—	Jun 2024	SSBWX vs FRBHX
VBIAX	Vanguard Balanced Index Fund Admiral Shares	Diversified Portfolio	76	7.35%	62.30B	Nov 2000	SSBWX vs VBIAX
EGLBX	Elfun International Equity Fund	Foreign Large Cap Equities	16	9.06%	—	Jan 1988	SSBWX vs EGLBX
ELFTX	Elfun Tax Exempt Income Fund	Municipal Bonds	70	1.52%	—	Jan 1980	SSBWX vs ELFTX
FCTKX	Fidelity Freedom 2055 Fund Class K6	Target Retirement Date	73	13.94%	—	Jun 2011	SSBWX vs FCTKX
FRQKX	Fidelity Managed Retirement 2010 Fund Class K	Target Retirement Date	74	4.10%	—	Aug 2019	SSBWX vs FRQKX
SSASX	State Street Income Fund	Intermediate Core-Plus Bond	18	0.00%	—	Jan 1980	SSBWX vs SSASX
PTDIX	Principal LifeTime 2040 Fund	Target Retirement Date	50	7.80%	—	Feb 2001	SSBWX vs PTDIX
SSMHX	State Street Small/Mid Cap Equity Index Portfolio	Mid Cap Growth Equities	49	14.18%	—	Aug 2015	SSBWX vs SSMHX

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