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
JIEHX	John Hancock Funds Multi-Index 2060 Lifetime Portf...	0.01%	—	Mar 2016	SSCNX vs JIEHX
LTRIX	Principal LifeTime 2045 Fund	0.01%	—	Feb 2008	SSCNX vs LTRIX
PPLIX	Principal LifeTime 2050 Fund	0.01%	—	Feb 2001	SSCNX vs PPLIX
LTIUX	Principal LifeTime 2035 Fund	0.01%	—	Feb 2008	SSCNX vs LTIUX
JLKYX	John Hancock Funds Multi-Index 2055 Lifetime Portf...	0.01%	—	Mar 2014	SSCNX vs JLKYX

Best Risk-Adjusted Alternatives to SSCNX

SSCNX has a PortfoliosLab risk / return rank of 67. There are 309 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	SSCNX vs PADLX
SSFNX	State Street Target Retirement Fund	86	—	Sep 2014	SSCNX vs SSFNX
PDAHX	Prudential Day One Income Fund	85	—	Dec 2016	SSCNX vs PDAHX
SSBRX	State Street Target Retirement 2025 Fund	84	—	Sep 2014	SSCNX vs SSBRX
DRILX	Dimensional 2060 Target Date Retirement Income Fun...	83	—	Nov 2015	SSCNX vs DRILX

Top Performing SSCNX Alternatives (YTD)

SSCNX is at 9.51% YTD. There are 317 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	SSCNX vs FWLSX
FQLSX	Fidelity Flex Freedom Blend 2055 Fund	14.07%	—	Jun 2017	SSCNX vs FQLSX
FHDDX	Fidelity Freedom Blend 2055 Fund Class K6	14.04%	—	Aug 2018	SSCNX vs FHDDX
FFBQX	Fidelity Freedom Blend 2065 Fund Class K6	14.03%	—	Jun 2019	SSCNX vs FFBQX
FHCDX	Fidelity Freedom Blend 2060 Fund Class K6	14.02%	—	Aug 2018	SSCNX vs FHCDX

Lowest Volatility Alternatives to SSCNX

SSCNX has 9.64% 1-year volatility. There are 332 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	SSCNX vs TDIFX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	4.00%	—	Oct 2009	SSCNX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	4.02%	—	Oct 2009	SSCNX vs FFGZX
FRQHX	Fidelity Managed Retirement 2010 Fund Class K6	4.14%	—	Aug 2019	SSCNX vs FRQHX
FRQAX	Fidelity Advisor Managed Retirement 2010 Fund Clas...	4.15%	—	Aug 2007	SSCNX vs FRQAX

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
FRKMX	Fidelity Managed Retirement Income Fund Class K	-3.42%	—	Aug 2019	SSCNX 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	66	10.87%	—	Sep 2014	SSCNX vs SSSYX
SVSPX	State Street S&P 500 Index Fund Class N	Large Cap Blend Equities	84	10.81%	—	Dec 1992	SSCNX vs SVSPX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	65	10.88%	—	Aug 2014	SSCNX vs SSEYX
SSGVX	State Street Global All Cap Equity ex-U.S.Index Po...	Foreign Large Cap Equities	63	14.69%	—	Sep 2014	SSCNX vs SSGVX
ELFNX	Elfun Trusts	Large Cap Growth Equities	38	6.19%	—	May 1935	SSCNX vs ELFNX
SSAFX	State Street Aggregate Bond Index Portfolio	Intermediate Core Bond	24	0.22%	—	Sep 2014	SSCNX vs SSAFX
SSGJX	State Street Global All Cap Equity ex-U.S. Index F...	Foreign Large Cap Equities	63	14.64%	—	Sep 2014	SSCNX vs SSGJX
SSAQX	State Street U.S. Core Equity Fund	Large Cap Blend Equities	46	7.33%	—	Dec 1979	SSCNX vs SSAQX
EINFX	Elfun Income Fund	Intermediate Core-Plus Bond	16	-0.17%	—	Dec 1984	SSCNX vs EINFX
SSHQX	State Street Hedged International Developed Equity...	Foreign Large Cap Equities	51	10.27%	—	May 2015	SSCNX vs SSHQX

Often Compared With SSCNX

Investors most often compare SSCNX with SSBWX, VOO, FBIFX. These 20 comparison targets span 4 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	72	7.53%	—	Sep 2014	SSCNX vs SSBWX
VOO	Vanguard S&P 500 ETF	S&P 500	74	11.34%	1.60T	Sep 2010	SSCNX vs VOO
FBIFX	Fidelity Freedom Index 2040 Fund Investor Class	Target Retirement Date	64	10.16%	—	Oct 2009	SSCNX vs FBIFX
VFORX	Vanguard Target Retirement 2040 Fund	Target Retirement Date, Diversified Portfolio	64	9.41%	116.40B	Jun 2006	SSCNX vs VFORX
ELFTX	Elfun Tax Exempt Income Fund	Municipal Bonds	70	1.52%	—	Jan 1980	SSCNX vs ELFTX
PMTIX	Principal LifeTime 2030 Fund	Target Retirement Date	53	6.02%	—	Feb 2001	SSCNX vs PMTIX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	Target Retirement Date	71	3.86%	—	Aug 2019	SSCNX vs FRHMX
FSNKX	Fidelity Freedom 2010 Fund Class K	Target Retirement Date	76	5.34%	—	Jul 2017	SSCNX vs FSNKX
FNSHX	Fidelity Freedom Income Fund Class K	Target Retirement Date	72	4.71%	—	Jul 2017	SSCNX vs FNSHX
PTDIX	Principal LifeTime 2040 Fund	Target Retirement Date	50	7.80%	—	Feb 2001	SSCNX vs PTDIX
FOTKX	Fidelity Freedom 2010 Fund Class K6	Target Retirement Date	79	5.43%	—	Oct 1996	SSCNX vs FOTKX
FTLSX	Fidelity Flex Freedom Blend Income Fund	Target Retirement Date	80	5.19%	—	Jun 2017	SSCNX vs FTLSX
FYTKX	Fidelity Freedom Income Fund Class K6	Target Retirement Date	75	4.78%	—	Oct 1996	SSCNX vs FYTKX
URINX	USAA Target Retirement Income Fund	Target Retirement Date	82	5.93%	—	Jul 2008	SSCNX vs URINX
FRQKX	Fidelity Managed Retirement 2010 Fund Class K	Target Retirement Date	74	4.10%	—	Aug 2019	SSCNX vs FRQKX
LTFIX	Principal LifeTime 2055 Fund	Target Retirement Date	45	8.75%	—	Feb 2008	SSCNX vs LTFIX
FIRMX	Fidelity Managed Retirement Income Fund	Target Retirement Date	72	4.04%	—	Aug 2007	SSCNX vs FIRMX
PDDDX	Prudential Day One 2020 Fund	Target Retirement Date	81	5.76%	—	Dec 2016	SSCNX vs PDDDX
FRIMX	Fidelity Advisor Managed Retirement Income Fund Cl...	Target Retirement Date	72	4.05%	—	Aug 2007	SSCNX vs FRIMX
FFFAX	Fidelity Freedom Income Fund	Target Retirement Date	72	4.69%	—	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.

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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