SSCNX Alternatives & Similar Mutual Funds

State Street Target Retirement 2040 Fund (SSCNX) 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 SSCNX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to SSCNX

SSCNX charges 0.20% annually. There are 171 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
JLKYX	John Hancock Funds Multi-Index 2055 Lifetime Portf...	0.01%	—	Mar 2014	SSCNX vs JLKYX
LTFIX	Principal LifeTime 2055 Fund	0.01%	—	Feb 2008	SSCNX vs LTFIX
LTIUX	Principal LifeTime 2035 Fund	0.01%	—	Feb 2008	SSCNX vs LTIUX
PMTIX	Principal LifeTime 2030 Fund	0.01%	—	Feb 2001	SSCNX vs PMTIX
LTRIX	Principal LifeTime 2045 Fund	0.01%	—	Feb 2008	SSCNX vs LTRIX

Best Risk-Adjusted Alternatives to SSCNX

SSCNX has a PortfoliosLab risk / return rank of 59. There are 329 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 85.

Symbol	Name	Risk / Return Rank	AUM	Inception
FIRVX	Fidelity Managed Retirement 2020 Fund	85	—	Dec 2007	SSCNX vs FIRVX
PADLX	Putnam Retirement Advantage Maturity Fund	85	—	Dec 2019	SSCNX vs PADLX
FRKMX	Fidelity Managed Retirement Income Fund Class K	84	—	Aug 2019	SSCNX vs FRKMX
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	84	—	Aug 2007	SSCNX vs FRAMX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	84	—	Aug 2019	SSCNX vs FRHMX

Top Performing SSCNX Alternatives (YTD)

SSCNX is at 8.17% YTD. There are 297 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	SSCNX vs FRKMX
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	1,644,791.35%	—	Aug 2007	SSCNX vs FRAMX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	1,464,383.96%	—	Aug 2019	SSCNX vs FRHMX
FIRVX	Fidelity Managed Retirement 2020 Fund	1,440,933.92%	—	Dec 2007	SSCNX vs FIRVX
FFSZX	Fidelity Freedom 2065 Fund Class K6	12.19%	—	Jun 2019	SSCNX vs FFSZX

Lowest Volatility Alternatives to SSCNX

SSCNX has 10.38% 1-year volatility. There are 324 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.59%.

Symbol	Name	Volatility 1Y	AUM	Inception
TDIFX	Dimensional Retirement Income Fund	3.59%	—	Nov 2015	SSCNX vs TDIFX
LTTIX	MFS Lifetime 2025 Fund	4.18%	—	Nov 2012	SSCNX vs LTTIX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	4.32%	—	Oct 2009	SSCNX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	4.34%	—	Oct 2009	SSCNX vs FFGZX
FRIMX	Fidelity Advisor Managed Retirement Income Fund Cl...	4.35%	—	Aug 2007	SSCNX vs FRIMX

Lowest Drawdown Alternatives to SSCNX

SSCNX has a 1-year max drawdown of -7.96%. There are 365 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	SSCNX vs TDIFX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	-3.32%	—	Oct 2009	SSCNX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	-3.33%	—	Oct 2009	SSCNX vs FFGZX
FRQHX	Fidelity Managed Retirement 2010 Fund Class K6	-3.41%	—	Aug 2019	SSCNX vs FRQHX
FRQKX	Fidelity Managed Retirement 2010 Fund Class K	-3.42%	—	Aug 2019	SSCNX 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	52	8.21%	—	Sep 2014	SSCNX vs SSSYX
SVSPX	State Street S&P 500 Index Fund Class N	Large Cap Blend Equities	70	7.87%	—	Dec 1992	SSCNX vs SVSPX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	52	8.21%	—	Aug 2014	SSCNX vs SSEYX
SSGVX	State Street Global All Cap Equity ex-U.S.Index Po...	Foreign Large Cap Equities	59	12.99%	—	Sep 2014	SSCNX vs SSGVX
ELFNX	Elfun Trusts	Large Cap Growth Equities	27	2.60%	—	May 1935	SSCNX vs ELFNX
SSAFX	State Street Aggregate Bond Index Portfolio	Intermediate Core Bond	22	0.45%	—	Sep 2014	SSCNX vs SSAFX
SSGJX	State Street Global All Cap Equity ex-U.S. Index F...	Foreign Large Cap Equities	60	12.92%	—	Sep 2014	SSCNX vs SSGJX
SSHQX	State Street Hedged International Developed Equity...	Foreign Large Cap Equities	72	12.01%	—	May 2015	SSCNX vs SSHQX
EINFX	Elfun Income Fund	Intermediate Core-Plus Bond	14	-0.17%	—	Dec 1984	SSCNX vs EINFX
SSAQX	State Street U.S. Core Equity Fund	Large Cap Blend Equities	35	4.57%	—	Dec 1979	SSCNX vs SSAQX

Often Compared With SSCNX

Investors most often compare SSCNX with SSBWX, VOO, FBIFX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SSBWX	State Street Target Retirement 2030 Fund	Target Retirement Date	63	6.45%	—	Sep 2014	SSCNX vs SSBWX
VOO	Vanguard S&P 500 ETF	S&P 500	60	8.08%	1.70T	Sep 2010	SSCNX vs VOO
FBIFX	Fidelity Freedom Index 2040 Fund Investor Class	Target Retirement Date	55	8.63%	—	Oct 2009	SSCNX vs FBIFX
VFORX	Vanguard Target Retirement 2040 Fund	Target Retirement Date, Diversified Portfolio	54	7.85%	120.30B	Jun 2006	SSCNX vs VFORX
ELFTX	Elfun Tax Exempt Income Fund	Municipal Bonds	71	1.52%	—	Jan 1980	SSCNX vs ELFTX
FNSHX	Fidelity Freedom Income Fund Class K	Target Retirement Date	58	4.13%	—	Jul 2017	SSCNX vs FNSHX
SSFNX	State Street Target Retirement Fund	Target Retirement Date	78	4.51%	—	Sep 2014	SSCNX vs SSFNX
FSNKX	Fidelity Freedom 2010 Fund Class K	Target Retirement Date	66	4.52%	—	Jul 2017	SSCNX vs FSNKX
PTDIX	Principal LifeTime 2040 Fund	Target Retirement Date	38	5.52%	—	Feb 2001	SSCNX vs PTDIX
SSBRX	State Street Target Retirement 2025 Fund	Target Retirement Date	75	5.39%	—	Sep 2014	SSCNX vs SSBRX
FOTKX	Fidelity Freedom 2010 Fund Class K6	Target Retirement Date	68	4.60%	—	Oct 1996	SSCNX vs FOTKX
PDAHX	Prudential Day One Income Fund	Target Retirement Date	72	4.27%	—	Dec 2016	SSCNX vs PDAHX
URINX	USAA Target Retirement Income Fund	Target Retirement Date	75	5.26%	—	Jul 2008	SSCNX vs URINX
FTLSX	Fidelity Flex Freedom Blend Income Fund	Target Retirement Date	66	4.30%	—	Jun 2017	SSCNX vs FTLSX
FYTKX	Fidelity Freedom Income Fund Class K6	Target Retirement Date	63	4.22%	—	Oct 1996	SSCNX vs FYTKX
PPLIX	Principal LifeTime 2050 Fund	Target Retirement Date	37	6.58%	—	Feb 2001	SSCNX vs PPLIX
SSASX	State Street Income Fund	Intermediate Core-Plus Bond	15	-0.21%	—	Jan 1980	SSCNX vs SSASX
PDDDX	Prudential Day One 2020 Fund	Target Retirement Date	61	4.42%	—	Dec 2016	SSCNX vs PDDDX
FIRMX	Fidelity Managed Retirement Income Fund	Target Retirement Date	69	3.60%	—	Aug 2007	SSCNX vs FIRMX
FFFAX	Fidelity Freedom Income Fund	Target Retirement Date	57	4.11%	—	Oct 1996	SSCNX vs FFFAX

Compare SSCNX with Any Fund or Stock

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

Symbol name

Diversifiers

Pair SSCNX with funds that move differently

State Street Target Retirement 2040 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SSCNX.

Explore SSCNX Diversifiers

State Street Target Retirement 2040 Fund (SSCNX) Alternatives