SSDOX Alternatives & Similar Mutual Funds

State Street Target Retirement 2055 Fund (SSDOX) 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 SSDOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to SSDOX

SSDOX charges 0.21% annually. There are 183 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
LTFIX	Principal LifeTime 2055 Fund	0.01%	—	Feb 2008	SSDOX vs LTFIX
LTRIX	Principal LifeTime 2045 Fund	0.01%	—	Feb 2008	SSDOX vs LTRIX
LTSTX	Principal LifeTime 2025 Fund	0.01%	—	Feb 2008	SSDOX vs LTSTX
PPLIX	Principal LifeTime 2050 Fund	0.01%	—	Feb 2001	SSDOX vs PPLIX
PLWIX	Principal LifeTime 2020 Fund	0.01%	—	Feb 2001	SSDOX vs PLWIX

Best Risk-Adjusted Alternatives to SSDOX

SSDOX has a PortfoliosLab risk / return rank of 68. There are 217 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 86.

Symbol	Name	Risk / Return Rank	AUM	Inception
SSFNX	State Street Target Retirement Fund	86	—	Sep 2014	SSDOX vs SSFNX
URINX	USAA Target Retirement Income Fund	85	—	Jul 2008	SSDOX vs URINX
PDAHX	Prudential Day One Income Fund	85	—	Dec 2016	SSDOX vs PDAHX
PADLX	Putnam Retirement Advantage Maturity Fund	84	—	Dec 2019	SSDOX vs PADLX
URTRX	USAA Target Retirement 2030 Fund	84	—	Jul 2008	SSDOX vs URTRX

Top Performing SSDOX Alternatives (YTD)

SSDOX is at 10.00% YTD. There are 221 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.54%.

Symbol	Name	YTD Return	AUM	Inception
URSIX	USAA Target Retirement 2060 Fund	13.54%	—	Jul 2013	SSDOX vs URSIX
URFFX	USAA Target Retirement 2050 Fund	13.05%	—	Jul 2008	SSDOX vs URFFX
FWLSX	Fidelity Flex Freedom Blend 2060 Fund	12.35%	—	Jun 2017	SSDOX vs FWLSX
FDFPX	Fidelity Flex Freedom Blend 2065 Fund	12.26%	—	Jun 2019	SSDOX vs FDFPX
FQLSX	Fidelity Flex Freedom Blend 2055 Fund	12.26%	—	Jun 2017	SSDOX vs FQLSX

Lowest Volatility Alternatives to SSDOX

SSDOX has 12.41% 1-year volatility. There are 403 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.51%.

Symbol	Name	Volatility 1Y	AUM	Inception
TDIFX	Dimensional Retirement Income Fund	3.51%	—	Nov 2015	SSDOX vs TDIFX
FIKFX	Fidelity Freedom Index Retirement Fund Investor Cl...	4.44%	—	Oct 2009	SSDOX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	4.47%	—	Oct 2009	SSDOX vs FFGZX
MLLIX	MFS Lifetime Income Fund	4.51%	—	Sep 2005	SSDOX vs MLLIX
DRIQX	Dimensional 2015 Target Date Retirement Income Fun...	4.52%	—	Nov 2015	SSDOX vs DRIQX

Lowest Drawdown Alternatives to SSDOX

SSDOX has a 1-year max drawdown of -8.92%. 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	SSDOX vs TDIFX
FIKFX	Fidelity Freedom Index Retirement Fund Investor Cl...	-3.32%	—	Oct 2009	SSDOX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	-3.33%	—	Oct 2009	SSDOX vs FFGZX
DRIQX	Dimensional 2015 Target Date Retirement Income Fun...	-3.47%	—	Nov 2015	SSDOX vs DRIQX
PRMYX	Putnam RetirementReady Maturity Fund	-3.50%	—	Oct 2004	SSDOX vs PRMYX

Other Mutual Funds from State Street

The 10 most viewed State Street mutual funds shown here include SSSYX, SVSPX, SSEYX and span 7 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	63	9.34%	—	Sep 2014	SSDOX vs SSSYX
SVSPX	State Street S&P 500 Index Fund Class N	Large Cap Blend Equities	75	9.27%	—	Dec 1992	SSDOX vs SVSPX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	61	9.35%	—	Aug 2014	SSDOX vs SSEYX
SSGVX	State Street Global All Cap Equity ex-U.S.Index Po...	Foreign Large Cap Equities	73	12.83%	—	Sep 2014	SSDOX vs SSGVX
ELFNX	Elfun Trusts	Large Cap Growth Equities	27	5.44%	—	May 1935	SSDOX vs ELFNX
SSAFX	State Street Aggregate Bond Index Portfolio	Intermediate Core Bond	23	-0.34%	—	Sep 2014	SSDOX vs SSAFX
SSGJX	State Street Global All Cap Equity ex-U.S. Index F...	Foreign Large Cap Equities	72	12.75%	—	Sep 2014	SSDOX vs SSGJX
SSHQX	State Street Hedged International Developed Equity...	Foreign Large Cap Equities	86	14.70%	—	May 2015	SSDOX vs SSHQX
SSCNX	State Street Target Retirement 2040 Fund	Target Retirement Date	67	8.10%	—	Sep 2014	SSDOX vs SSCNX
EINFX	Elfun Income Fund	Intermediate Core-Plus Bond	17	-1.00%	—	Dec 1984	SSDOX vs EINFX

Often Compared With SSDOX

Investors most often compare SSDOX with VOO, SPY, SCHD. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VOO	Vanguard S&P 500 ETF	S&P 500	68	10.16%	1.70T	Sep 2010	SSDOX vs VOO
SPY	State Street SPDR S&P 500 ETF	S&P 500	67	10.13%	789.06B	Jan 1993	SSDOX vs SPY
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	95	24.03%	104.16B	Oct 2011	SSDOX vs SCHD
VUG	Vanguard Growth ETF	Large Cap Growth Equities	28	5.02%	378.80B	Jan 2004	SSDOX vs VUG
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	67	10.49%	2.30T	May 2001	SSDOX vs VTI
VMGMX	Vanguard Mid-Cap Growth Index Fund Admiral Shares	Mid Cap Growth Equities	6	6.02%	34.80B	Sep 2011	SSDOX vs VMGMX
FDEWX	Fidelity Freedom Index 2055 Fund Investor Class	Target Retirement Date, Diversified Portfolio	71	10.38%	—	Jun 2011	SSDOX vs FDEWX
^GSPC	S&P 500 Index		68	9.41%	—	—	SSDOX vs ^GSPC
VIMAX	Vanguard Mid-Cap Index Fund Admiral Shares	Mid Cap Blend Equities	44	12.41%	224.00B	Nov 2001	SSDOX vs VIMAX
SSAQX	State Street U.S. Core Equity Fund	Large Cap Blend Equities	35	6.53%	—	Dec 1979	SSDOX vs SSAQX
ELFTX	Elfun Tax Exempt Income Fund	Municipal Bonds	79	0.18%	—	Jan 1980	SSDOX vs ELFTX
FIRMX	Fidelity Managed Retirement Income Fund	Target Retirement Date	—	—	—	Aug 2007	SSDOX vs FIRMX
FRKMX	Fidelity Managed Retirement Income Fund Class K	Target Retirement Date	—	—	—	Aug 2019	SSDOX vs FRKMX
FYTKX	Fidelity Freedom Income Fund Class K6	Target Retirement Date	73	4.07%	—	Oct 1996	SSDOX vs FYTKX
PTDIX	Principal LifeTime 2040 Fund	Target Retirement Date	49	6.90%	—	Feb 2001	SSDOX vs PTDIX
FTLSX	Fidelity Flex Freedom Blend Income Fund	Target Retirement Date	73	4.00%	—	Jun 2017	SSDOX vs FTLSX
FVTKX	Fidelity Freedom 2060 Fund Class K6	Target Retirement Date	72	12.18%	—	Aug 2014	SSDOX vs FVTKX
FFFAX	Fidelity Freedom Income Fund	Target Retirement Date	71	3.85%	—	Oct 1996	SSDOX vs FFFAX
FRQIX	Fidelity Advisor Managed Retirement 2010 Fund Clas...	Target Retirement Date	—	—	—	Aug 2007	SSDOX vs FRQIX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	Target Retirement Date	—	—	—	Aug 2019	SSDOX vs FRHMX

Compare SSDOX with Any Fund or Stock

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

Symbol name

Diversifiers

Pair SSDOX with funds that move differently

State Street Target Retirement 2055 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SSDOX.

Explore SSDOX Diversifiers

State Street Target Retirement 2055 Fund (SSDOX) Alternatives