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 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
PTDIX	Principal LifeTime 2040 Fund	0.01%	—	Feb 2001	SSDOX vs PTDIX
LTIUX	Principal LifeTime 2035 Fund	0.01%	—	Feb 2008	SSDOX vs LTIUX
PLTZX	Principal LifeTime 2060 Fund	0.01%	—	Feb 2013	SSDOX vs PLTZX
LTRIX	Principal LifeTime 2045 Fund	0.01%	—	Feb 2008	SSDOX vs LTRIX
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 65. There are 289 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
PADLX	Putnam Retirement Advantage Maturity Fund	86	—	Dec 2019	SSDOX vs PADLX
FIRVX	Fidelity Managed Retirement 2020 Fund	86	—	Dec 2007	SSDOX vs FIRVX
FRKMX	Fidelity Managed Retirement Income Fund Class K	86	—	Aug 2019	SSDOX vs FRKMX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	86	—	Aug 2019	SSDOX vs FRHMX
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	85	—	Aug 2007	SSDOX vs FRAMX

Top Performing SSDOX Alternatives (YTD)

SSDOX is at 11.30% YTD. There are 213 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	SSDOX vs FRKMX
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	1,644,791.35%	—	Aug 2007	SSDOX vs FRAMX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	1,464,383.96%	—	Aug 2019	SSDOX vs FRHMX
FIRVX	Fidelity Managed Retirement 2020 Fund	1,440,933.92%	—	Dec 2007	SSDOX vs FIRVX
FWLSX	Fidelity Flex Freedom Blend 2060 Fund	14.17%	—	Jun 2017	SSDOX vs FWLSX

Lowest Volatility Alternatives to SSDOX

SSDOX has 12.06% 1-year volatility. There are 412 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.50%.

Symbol	Name	Volatility 1Y	AUM	Inception
TDIFX	Dimensional Retirement Income Fund	3.50%	—	Nov 2015	SSDOX vs TDIFX
FRIMX	Fidelity Advisor Managed Retirement Income Fund Cl...	4.32%	—	Aug 2007	SSDOX vs FRIMX
FRQIX	Fidelity Advisor Managed Retirement 2010 Fund Clas...	4.32%	—	Aug 2007	SSDOX vs FRQIX
FRQAX	Fidelity Advisor Managed Retirement 2010 Fund Clas...	4.33%	—	Aug 2007	SSDOX vs FRQAX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	4.35%	—	Oct 2009	SSDOX vs FIKFX

Lowest Drawdown Alternatives to SSDOX

SSDOX has a 1-year max drawdown of -8.92%. There are 459 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 Income Fund Investor Class	-3.32%	—	Oct 2009	SSDOX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	-3.33%	—	Oct 2009	SSDOX vs FFGZX
FRQHX	Fidelity Managed Retirement 2010 Fund Class K6	-3.41%	—	Aug 2019	SSDOX vs FRQHX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	-3.42%	—	Aug 2019	SSDOX vs FRHMX

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	11.34%	—	Sep 2014	SSDOX vs SSSYX
SVSPX	State Street S&P 500 Index Fund Class N	Large Cap Blend Equities	79	10.79%	—	Dec 1992	SSDOX vs SVSPX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	64	11.34%	—	Aug 2014	SSDOX vs SSEYX
SSGVX	State Street Global All Cap Equity ex-U.S.Index Po...	Foreign Large Cap Equities	61	13.12%	—	Sep 2014	SSDOX vs SSGVX
ELFNX	Elfun Trusts	Large Cap Growth Equities	33	7.25%	—	May 1935	SSDOX vs ELFNX
SSAFX	State Street Aggregate Bond Index Portfolio	Intermediate Core Bond	21	0.15%	—	Sep 2014	SSDOX vs SSAFX
SSGJX	State Street Global All Cap Equity ex-U.S. Index F...	Foreign Large Cap Equities	60	13.05%	—	Sep 2014	SSDOX vs SSGJX
SSHQX	State Street Hedged International Developed Equity...	Foreign Large Cap Equities	80	13.10%	—	May 2015	SSDOX vs SSHQX
SSAQX	State Street U.S. Core Equity Fund	Large Cap Blend Equities	42	8.26%	—	Dec 1979	SSDOX vs SSAQX
EINFX	Elfun Income Fund	Intermediate Core-Plus Bond	14	-0.38%	—	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	66	10.45%	1.70T	Sep 2010	SSDOX vs VOO
SPY	State Street SPDR S&P 500 ETF	S&P 500	66	10.45%	783.21B	Jan 1993	SSDOX vs SPY
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	86	20.66%	98.55B	Oct 2011	SSDOX vs SCHD
VUG	Vanguard Growth ETF	Large Cap Growth Equities	32	6.19%	393.80B	Jan 2004	SSDOX vs VUG
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	66	10.96%	2.30T	May 2001	SSDOX vs VTI
VMGMX	Vanguard Mid-Cap Growth Index Fund Admiral Shares	Mid Cap Growth Equities	7	8.65%	33.80B	Sep 2011	SSDOX vs VMGMX
FDEWX	Fidelity Freedom Index 2055 Fund Investor Class	Target Retirement Date, Diversified Portfolio	65	11.79%	—	Jun 2011	SSDOX vs FDEWX
^GSPC	S&P 500 Index		71	9.79%	—	—	SSDOX vs ^GSPC
VIMAX	Vanguard Mid-Cap Index Fund Admiral Shares	Mid Cap Blend Equities	35	12.34%	218.80B	Nov 2001	SSDOX vs VIMAX
ELFTX	Elfun Tax Exempt Income Fund	Municipal Bonds	77	1.72%	—	Jan 1980	SSDOX vs ELFTX
SSFNX	State Street Target Retirement Fund	Target Retirement Date	84	5.22%	—	Sep 2014	SSDOX vs SSFNX
FYTKX	Fidelity Freedom Income Fund Class K6	Target Retirement Date	72	4.67%	—	Oct 1996	SSDOX vs FYTKX
FIRMX	Fidelity Managed Retirement Income Fund	Target Retirement Date	82	3.60%	—	Aug 2007	SSDOX vs FIRMX
URTRX	USAA Target Retirement 2030 Fund	Target Retirement Date	79	8.39%	—	Jul 2008	SSDOX vs URTRX
FFFAX	Fidelity Freedom Income Fund	Target Retirement Date	68	4.56%	—	Oct 1996	SSDOX vs FFFAX
LTFIX	Principal LifeTime 2055 Fund	Target Retirement Date	42	9.10%	—	Feb 2008	SSDOX vs LTFIX
FTLSX	Fidelity Flex Freedom Blend Income Fund	Target Retirement Date	73	4.70%	—	Jun 2017	SSDOX vs FTLSX
PDAHX	Prudential Day One Income Fund	Target Retirement Date	82	5.04%	—	Dec 2016	SSDOX vs PDAHX
PMTIX	Principal LifeTime 2030 Fund	Target Retirement Date	44	5.60%	—	Feb 2001	SSDOX vs PMTIX
FNSHX	Fidelity Freedom Income Fund Class K	Target Retirement Date	69	4.58%	—	Jul 2017	SSDOX vs FNSHX

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