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 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 | |
|---|---|---|---|---|---|
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | SSDOX vs PLTZX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | SSDOX vs LTFIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | SSDOX vs JIEHX | |
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | SSDOX vs LTSTX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | SSDOX vs LTRIX |
Best Risk-Adjusted Alternatives to SSDOX
SSDOX has a PortfoliosLab risk / return rank of 71. There are 222 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 | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 89 | — | Dec 2019 | SSDOX vs PADLX | |
| State Street Target Retirement Fund | 88 | — | Sep 2014 | SSDOX vs SSFNX | |
| Dimensional 2065 Target Date Retirement Income Fun... | 86 | — | Jan 2020 | SSDOX vs DTDRX | |
| Dimensional 2060 Target Date Retirement Income Fun... | 86 | — | Nov 2015 | SSDOX vs DRILX | |
| Prudential Day One Income Fund | 86 | — | Dec 2016 | SSDOX vs PDAHX |
Top Performing SSDOX Alternatives (YTD)
SSDOX is at 11.53% YTD. There are 180 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock LifePath Dynamic 2060 Fund | 13.44% | — | May 2017 | SSDOX vs LPDIX | |
| Fidelity Flex Freedom Blend 2060 Fund | 13.43% | — | Jun 2017 | SSDOX vs FWLSX | |
| BlackRock LifePath Dynamic 2055 Fund | 13.41% | — | Jun 2010 | SSDOX vs LPVIX | |
| Fidelity Flex Freedom Blend 2055 Fund | 13.34% | — | Jun 2017 | SSDOX vs FQLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 13.32% | — | Jun 2019 | SSDOX vs FDFPX |
Lowest Volatility Alternatives to SSDOX
SSDOX has 11.27% 1-year volatility. There are 422 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.34%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.34% | — | Nov 2015 | SSDOX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 3.99% | — | Oct 2009 | SSDOX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.02% | — | Oct 2009 | SSDOX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | 4.15% | — | Aug 2019 | SSDOX vs FRQHX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.15% | — | Aug 2007 | SSDOX vs FRIMX |
Lowest Drawdown Alternatives to SSDOX
SSDOX has a 1-year max drawdown of -8.92%. There are 466 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 | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | SSDOX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | SSDOX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | SSDOX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | SSDOX vs FRQHX | |
| Fidelity Managed Retirement 2010 Fund Class K | -3.42% | — | Aug 2019 | SSDOX 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 | |
|---|---|---|---|---|---|---|---|
| State Street Equity 500 Index Fund Class K | Large Cap Blend Equities | 74 | 11.54% | — | Sep 2014 | SSDOX vs SSSYX | |
| State Street S&P 500 Index Fund Class N | Large Cap Blend Equities | 76 | 11.48% | — | Dec 1992 | SSDOX vs SVSPX | |
| State Street Equity 500 Index II Portfolio | Large Cap Blend Equities | 73 | 11.55% | — | Aug 2014 | SSDOX vs SSEYX | |
| State Street Global All Cap Equity ex-U.S.Index Po... | Foreign Large Cap Equities | 63 | 14.22% | — | Sep 2014 | SSDOX vs SSGVX | |
| Elfun Trusts | Large Cap Growth Equities | 44 | 7.37% | — | May 1935 | SSDOX vs ELFNX | |
| State Street Aggregate Bond Index Portfolio | Intermediate Core Bond | 22 | 0.37% | — | Sep 2014 | SSDOX vs SSAFX | |
| State Street Global All Cap Equity ex-U.S. Index F... | Foreign Large Cap Equities | 62 | 14.17% | — | Sep 2014 | SSDOX vs SSGJX | |
| State Street U.S. Core Equity Fund | Large Cap Blend Equities | 52 | 8.10% | — | Dec 1979 | SSDOX vs SSAQX | |
| Elfun Income Fund | Intermediate Core-Plus Bond | 16 | 0.04% | — | Dec 1984 | SSDOX vs EINFX | |
| State Street Target Retirement 2040 Fund | Target Retirement Date | 71 | 9.64% | — | Sep 2014 | SSDOX vs SSCNX |
Often Compared With SSDOX
Investors most often compare SSDOX with VOO, SPY, SCHD. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare SSDOX with Any Fund or Stock
Compare SSDOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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