SSDJX Alternatives & Similar Mutual Funds

State Street Target Retirement 2050 Fund (SSDJX) 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 SSDJX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to SSDJX

SSDJX charges 0.21% annually. There are 181 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
LTRIX	Principal LifeTime 2045 Fund	0.01%	—	Feb 2008	SSDJX vs LTRIX
LTFIX	Principal LifeTime 2055 Fund	0.01%	—	Feb 2008	SSDJX vs LTFIX
PTDIX	Principal LifeTime 2040 Fund	0.01%	—	Feb 2001	SSDJX vs PTDIX
JIEHX	John Hancock Funds Multi-Index 2060 Lifetime Portf...	0.01%	—	Mar 2016	SSDJX vs JIEHX
FCQTX	American Funds 2065 Target Date Retirement Fund	0.01%	—	Mar 2020	SSDJX vs FCQTX

Best Risk-Adjusted Alternatives to SSDJX

SSDJX has a PortfoliosLab risk / return rank of 70. There are 228 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 87.

Symbol	Name	Risk / Return Rank	AUM	Inception
PADLX	Putnam Retirement Advantage Maturity Fund	87	—	Dec 2019	SSDJX vs PADLX
FIRVX	Fidelity Managed Retirement 2020 Fund	84	—	Dec 2007	SSDJX vs FIRVX
FRKMX	Fidelity Managed Retirement Income Fund Class K	84	—	Aug 2019	SSDJX vs FRKMX
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	84	—	Aug 2007	SSDJX vs FRAMX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	84	—	Aug 2019	SSDJX vs FRHMX

Top Performing SSDJX Alternatives (YTD)

SSDJX is at 11.24% YTD. There are 207 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	SSDJX vs FRKMX
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	1,644,791.35%	—	Aug 2007	SSDJX vs FRAMX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	1,464,383.96%	—	Aug 2019	SSDJX vs FRHMX
FIRVX	Fidelity Managed Retirement 2020 Fund	1,440,933.92%	—	Dec 2007	SSDJX vs FIRVX
FVTKX	Fidelity Freedom 2060 Fund Class K6	14.76%	—	Aug 2014	SSDJX vs FVTKX

Lowest Volatility Alternatives to SSDJX

SSDJX has 11.64% 1-year volatility. There are 403 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.58%.

Symbol	Name	Volatility 1Y	AUM	Inception
TDIFX	Dimensional Retirement Income Fund	3.58%	—	Nov 2015	SSDJX vs TDIFX
LTTIX	MFS Lifetime 2025 Fund	4.18%	—	Nov 2012	SSDJX vs LTTIX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	4.31%	—	Oct 2009	SSDJX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	4.32%	—	Oct 2009	SSDJX vs FFGZX
FRQHX	Fidelity Managed Retirement 2010 Fund Class K6	4.36%	—	Aug 2019	SSDJX vs FRQHX

Lowest Drawdown Alternatives to SSDJX

SSDJX has a 1-year max drawdown of -8.73%. There are 442 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	SSDJX vs TDIFX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	-3.32%	—	Oct 2009	SSDJX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	-3.33%	—	Oct 2009	SSDJX vs FFGZX
FRQHX	Fidelity Managed Retirement 2010 Fund Class K6	-3.41%	—	Aug 2019	SSDJX vs FRQHX
FRKMX	Fidelity Managed Retirement Income Fund Class K	-3.42%	—	Aug 2019	SSDJX vs FRKMX

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	65	9.78%	—	Sep 2014	SSDJX vs SSSYX
SVSPX	State Street S&P 500 Index Fund Class N	Large Cap Blend Equities	82	9.71%	—	Dec 1992	SSDJX vs SVSPX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	64	9.78%	—	Aug 2014	SSDJX vs SSEYX
SSGVX	State Street Global All Cap Equity ex-U.S.Index Po...	Foreign Large Cap Equities	71	15.66%	—	Sep 2014	SSDJX vs SSGVX
ELFNX	Elfun Trusts	Large Cap Growth Equities	31	3.81%	—	May 1935	SSDJX vs ELFNX
SSAFX	State Street Aggregate Bond Index Portfolio	Intermediate Core Bond	21	0.33%	—	Sep 2014	SSDJX vs SSAFX
SSGJX	State Street Global All Cap Equity ex-U.S. Index F...	Foreign Large Cap Equities	70	15.59%	—	Sep 2014	SSDJX vs SSGJX
SSHQX	State Street Hedged International Developed Equity...	Foreign Large Cap Equities	77	13.44%	—	May 2015	SSDJX vs SSHQX
EINFX	Elfun Income Fund	Intermediate Core-Plus Bond	14	-0.27%	—	Dec 1984	SSDJX vs EINFX
SSAQX	State Street U.S. Core Equity Fund	Large Cap Blend Equities	42	6.01%	—	Dec 1979	SSDJX vs SSAQX

Often Compared With SSDJX

Investors most often compare SSDJX with VTTSX, SSBWX, SPY. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VTTSX	Vanguard Target Retirement 2060 Fund	Target Retirement Date, Diversified Portfolio	71	11.43%	46.70B	Jan 2012	SSDJX vs VTTSX
SSBWX	State Street Target Retirement 2030 Fund	Target Retirement Date	73	7.46%	—	Sep 2014	SSDJX vs SSBWX
SPY	State Street SPDR S&P 500 ETF	S&P 500	59	8.15%	765.27B	Jan 1993	SSDJX vs SPY
JRLVX	John Hancock Funds Multi-Index 2045 Lifetime Portf...	Target Retirement Date	72	11.84%	—	Nov 2013	SSDJX vs JRLVX
VTIVX	Vanguard Target Retirement 2045 Fund	Target Retirement Date, Diversified Portfolio	71	10.42%	121.70B	Oct 2003	SSDJX vs VTIVX
FNSHX	Fidelity Freedom Income Fund Class K	Target Retirement Date	72	4.93%	—	Jul 2017	SSDJX vs FNSHX
ELFTX	Elfun Tax Exempt Income Fund	Municipal Bonds	73	1.62%	—	Jan 1980	SSDJX vs ELFTX
PDAHX	Prudential Day One Income Fund	Target Retirement Date	78	4.65%	—	Dec 2016	SSDJX vs PDAHX
FFFAX	Fidelity Freedom Income Fund	Target Retirement Date	70	4.83%	—	Oct 1996	SSDJX vs FFFAX
FRIMX	Fidelity Advisor Managed Retirement Income Fund Cl...	Target Retirement Date	65	3.59%	—	Aug 2007	SSDJX vs FRIMX
PLTZX	Principal LifeTime 2060 Fund	Target Retirement Date	46	8.66%	—	Feb 2013	SSDJX vs PLTZX
FTLSX	Fidelity Flex Freedom Blend Income Fund	Target Retirement Date	75	5.00%	—	Jun 2017	SSDJX vs FTLSX
FYTKX	Fidelity Freedom Income Fund Class K6	Target Retirement Date	74	5.02%	—	Oct 1996	SSDJX vs FYTKX
PDDDX	Prudential Day One 2020 Fund	Target Retirement Date	69	4.90%	—	Dec 2016	SSDJX vs PDDDX
URINX	USAA Target Retirement Income Fund	Target Retirement Date	81	5.89%	—	Jul 2008	SSDJX vs URINX
FCTKX	Fidelity Freedom 2055 Fund Class K6	Target Retirement Date	77	14.71%	—	Jun 2011	SSDJX vs FCTKX
FFSZX	Fidelity Freedom 2065 Fund Class K6	Target Retirement Date	77	14.74%	—	Jun 2019	SSDJX vs FFSZX
FIRMX	Fidelity Managed Retirement Income Fund	Target Retirement Date	66	3.60%	—	Aug 2007	SSDJX vs FIRMX
LTIUX	Principal LifeTime 2035 Fund	Target Retirement Date	47	6.02%	—	Feb 2008	SSDJX vs LTIUX
PPLIX	Principal LifeTime 2050 Fund	Target Retirement Date	47	8.46%	—	Feb 2001	SSDJX vs PPLIX

Compare SSDJX with Any Fund or Stock

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

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Diversifiers

Pair SSDJX with funds that move differently

State Street Target Retirement 2050 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SSDJX.

Explore SSDJX Diversifiers

State Street Target Retirement 2050 Fund (SSDJX) Alternatives