SSDWX Alternatives & Similar Mutual Funds

State Street Target Retirement 2060 Fund (SSDWX) 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 SSDWX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to SSDWX

SSDWX charges 0.18% annually. There are 157 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
PLWIX	Principal LifeTime 2020 Fund	0.01%	—	Feb 2001	SSDWX vs PLWIX
FCQTX	American Funds 2065 Target Date Retirement Fund	0.01%	—	Mar 2020	SSDWX vs FCQTX
PPLIX	Principal LifeTime 2050 Fund	0.01%	—	Feb 2001	SSDWX vs PPLIX
JIEHX	John Hancock Funds Multi-Index 2060 Lifetime Portf...	0.01%	—	Mar 2016	SSDWX vs JIEHX
LTIUX	Principal LifeTime 2035 Fund	0.01%	—	Feb 2008	SSDWX vs LTIUX

Best Risk-Adjusted Alternatives to SSDWX

SSDWX has a PortfoliosLab risk / return rank of 64. There are 244 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	SSDWX vs PADLX
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	85	—	Aug 2007	SSDWX vs FRAMX
SSFNX	State Street Target Retirement Fund	84	—	Sep 2014	SSDWX vs SSFNX
PDAHX	Prudential Day One Income Fund	82	—	Dec 2016	SSDWX vs PDAHX
TDIFX	Dimensional Retirement Income Fund	81	—	Nov 2015	SSDWX vs TDIFX

Top Performing SSDWX Alternatives (YTD)

SSDWX is at 10.31% YTD. There are 199 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 1,644,791.35%.

Symbol	Name	YTD Return	AUM	Inception
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	1,644,791.35%	—	Aug 2007	SSDWX vs FRAMX
URSIX	USAA Target Retirement 2060 Fund	12.78%	—	Jul 2013	SSDWX vs URSIX
FWLSX	Fidelity Flex Freedom Blend 2060 Fund	12.62%	—	Jun 2017	SSDWX vs FWLSX
FFSZX	Fidelity Freedom 2065 Fund Class K6	12.58%	—	Jun 2019	SSDWX vs FFSZX
FCTKX	Fidelity Freedom 2055 Fund Class K6	12.56%	—	Jun 2011	SSDWX vs FCTKX

Lowest Volatility Alternatives to SSDWX

SSDWX has 12.10% 1-year volatility. There are 404 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	SSDWX vs TDIFX
FRIMX	Fidelity Advisor Managed Retirement Income Fund Cl...	4.32%	—	Aug 2007	SSDWX vs FRIMX
FRQIX	Fidelity Advisor Managed Retirement 2010 Fund Clas...	4.32%	—	Aug 2007	SSDWX vs FRQIX
FRQAX	Fidelity Advisor Managed Retirement 2010 Fund Clas...	4.33%	—	Aug 2007	SSDWX vs FRQAX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	4.38%	—	Oct 2009	SSDWX vs FIKFX

Lowest Drawdown Alternatives to SSDWX

SSDWX has a 1-year max drawdown of -8.92%. There are 448 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	SSDWX vs TDIFX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	-3.32%	—	Oct 2009	SSDWX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	-3.33%	—	Oct 2009	SSDWX vs FFGZX
FRQIX	Fidelity Advisor Managed Retirement 2010 Fund Clas...	-3.43%	—	Aug 2007	SSDWX vs FRQIX
FRIMX	Fidelity Advisor Managed Retirement Income Fund Cl...	-3.44%	—	Aug 2007	SSDWX vs FRIMX

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	62	10.45%	—	Sep 2014	SSDWX vs SSSYX
SVSPX	State Street S&P 500 Index Fund Class N	Large Cap Blend Equities	78	10.39%	—	Dec 1992	SSDWX vs SVSPX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	61	10.46%	—	Aug 2014	SSDWX vs SSEYX
SSGVX	State Street Global All Cap Equity ex-U.S.Index Po...	Foreign Large Cap Equities	58	11.96%	—	Sep 2014	SSDWX vs SSGVX
ELFNX	Elfun Trusts	Large Cap Growth Equities	31	6.45%	—	May 1935	SSDWX vs ELFNX
SSAFX	State Street Aggregate Bond Index Portfolio	Intermediate Core Bond	22	-0.20%	—	Sep 2014	SSDWX vs SSAFX
SSGJX	State Street Global All Cap Equity ex-U.S. Index F...	Foreign Large Cap Equities	57	11.89%	—	Sep 2014	SSDWX vs SSGJX
SSHQX	State Street Hedged International Developed Equity...	Foreign Large Cap Equities	81	12.84%	—	May 2015	SSDWX vs SSHQX
EINFX	Elfun Income Fund	Intermediate Core-Plus Bond	15	-0.69%	—	Dec 1984	SSDWX vs EINFX
SSAQX	State Street U.S. Core Equity Fund	Large Cap Blend Equities	40	7.31%	—	Dec 1979	SSDWX vs SSAQX

Often Compared With SSDWX

Investors most often compare SSDWX with TRLGX, SPY, MGRDX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
TRLGX	T. Rowe Price Large-Cap Growth Fund	Large Cap Growth Equities	12	2.14%	—	Oct 2001	SSDWX vs TRLGX
SPY	State Street SPDR S&P 500 ETF	S&P 500	66	10.84%	783.21B	Jan 1993	SSDWX vs SPY
MGRDX	MFS International Growth Fund R6	Foreign Large Cap Equities	10	2.19%	—	May 2006	SSDWX vs MGRDX
STFAX	State Street Equity 500 Index Fund	Large Cap Blend Equities	62	10.37%	—	Apr 2001	SSDWX vs STFAX
VFTNX	Vanguard FTSE Social Index Fund Institutional Shar...	Large Cap Blend Equities, ESG	42	9.85%	28.00B	Jan 2003	SSDWX vs VFTNX
VOO	Vanguard S&P 500 ETF	S&P 500	67	10.87%	1.70T	Sep 2010	SSDWX vs VOO
FCNTX	Fidelity Contrafund	Large Cap Growth Equities	35	9.37%	176.32B	May 1967	SSDWX vs FCNTX
VINIX	Vanguard Institutional Index Fund Institutional Sh...	S&P 500, Large Cap Blend Equities	62	10.45%	355.20B	Jul 1990	SSDWX vs VINIX
VTTSX	Vanguard Target Retirement 2060 Fund	Target Retirement Date, Diversified Portfolio	61	10.17%	46.70B	Jan 2012	SSDWX vs VTTSX
FMDGX	Fidelity Mid Cap Growth Index Fund	Mid Cap Growth Equities	5	3.05%	—	Jul 2019	SSDWX vs FMDGX
LTFIX	Principal LifeTime 2055 Fund	Target Retirement Date	39	8.01%	—	Feb 2008	SSDWX vs LTFIX
FIRMX	Fidelity Managed Retirement Income Fund	Target Retirement Date	—	—	—	Aug 2007	SSDWX vs FIRMX
FRKMX	Fidelity Managed Retirement Income Fund Class K	Target Retirement Date	—	—	—	Aug 2019	SSDWX vs FRKMX
FFFAX	Fidelity Freedom Income Fund	Target Retirement Date	67	4.03%	—	Oct 1996	SSDWX vs FFFAX
FVTKX	Fidelity Freedom 2060 Fund Class K6	Target Retirement Date	67	12.54%	—	Aug 2014	SSDWX vs FVTKX
FNSHX	Fidelity Freedom Income Fund Class K	Target Retirement Date	66	3.95%	—	Jul 2017	SSDWX vs FNSHX
FOTKX	Fidelity Freedom 2010 Fund Class K6	Target Retirement Date	71	4.46%	—	Oct 1996	SSDWX vs FOTKX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	Target Retirement Date	—	—	—	Aug 2019	SSDWX vs FRHMX
FYTKX	Fidelity Freedom Income Fund Class K6	Target Retirement Date	72	4.16%	—	Oct 1996	SSDWX vs FYTKX
PTDIX	Principal LifeTime 2040 Fund	Target Retirement Date	41	6.42%	—	Feb 2001	SSDWX vs PTDIX

Compare SSDWX with Any Fund or Stock

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

Symbol name

Diversifiers

Pair SSDWX with funds that move differently

State Street Target Retirement 2060 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SSDWX.

Explore SSDWX Diversifiers

State Street Target Retirement 2060 Fund (SSDWX) Alternatives