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 159 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
JRLVX	John Hancock Funds Multi-Index 2045 Lifetime Portf...	0.01%	—	Nov 2013	SSDWX vs JRLVX
LTRIX	Principal LifeTime 2045 Fund	0.01%	—	Feb 2008	SSDWX vs LTRIX
PPLIX	Principal LifeTime 2050 Fund	0.01%	—	Feb 2001	SSDWX vs PPLIX
LTFIX	Principal LifeTime 2055 Fund	0.01%	—	Feb 2008	SSDWX vs LTFIX
FCQTX	American Funds 2065 Target Date Retirement Fund	0.01%	—	Mar 2020	SSDWX vs FCQTX

Best Risk-Adjusted Alternatives to SSDWX

SSDWX has a PortfoliosLab risk / return rank of 67. There are 219 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	SSDWX vs SSFNX
URINX	USAA Target Retirement Income Fund	85	—	Jul 2008	SSDWX vs URINX
PDAHX	Prudential Day One Income Fund	85	—	Dec 2016	SSDWX vs PDAHX
SSBRX	State Street Target Retirement 2025 Fund	83	—	Sep 2014	SSDWX vs SSBRX
URTRX	USAA Target Retirement 2030 Fund	83	—	Jul 2008	SSDWX vs URTRX

Top Performing SSDWX Alternatives (YTD)

SSDWX is at 10.37% YTD. There are 220 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	SSDWX vs URSIX
URFFX	USAA Target Retirement 2050 Fund	13.05%	—	Jul 2008	SSDWX vs URFFX
FWLSX	Fidelity Flex Freedom Blend 2060 Fund	12.89%	—	Jun 2017	SSDWX vs FWLSX
FDFPX	Fidelity Flex Freedom Blend 2065 Fund	12.86%	—	Jun 2019	SSDWX vs FDFPX
FQLSX	Fidelity Flex Freedom Blend 2055 Fund	12.80%	—	Jun 2017	SSDWX vs FQLSX

Lowest Volatility Alternatives to SSDWX

SSDWX has 12.39% 1-year volatility. There are 401 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
FIKFX	Fidelity Freedom Index Retirement Fund Investor Cl...	4.43%	—	Oct 2009	SSDWX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	4.46%	—	Oct 2009	SSDWX vs FFGZX
MLLIX	MFS Lifetime Income Fund	4.50%	—	Sep 2005	SSDWX vs MLLIX
DRIQX	Dimensional 2015 Target Date Retirement Income Fun...	4.51%	—	Nov 2015	SSDWX vs DRIQX

Lowest Drawdown Alternatives to SSDWX

SSDWX 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	SSDWX vs TDIFX
FIKFX	Fidelity Freedom Index Retirement Fund Investor Cl...	-3.32%	—	Oct 2009	SSDWX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	-3.33%	—	Oct 2009	SSDWX vs FFGZX
DRIQX	Dimensional 2015 Target Date Retirement Income Fun...	-3.47%	—	Nov 2015	SSDWX vs DRIQX
PRMYX	Putnam RetirementReady Maturity Fund	-3.50%	—	Oct 2004	SSDWX 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	59	10.11%	—	Sep 2014	SSDWX vs SSSYX
SVSPX	State Street S&P 500 Index Fund Class N	Large Cap Blend Equities	75	10.04%	—	Dec 1992	SSDWX vs SVSPX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	57	10.12%	—	Aug 2014	SSDWX vs SSEYX
SSGVX	State Street Global All Cap Equity ex-U.S.Index Po...	Foreign Large Cap Equities	75	13.56%	—	Sep 2014	SSDWX vs SSGVX
ELFNX	Elfun Trusts	Large Cap Growth Equities	28	6.97%	—	May 1935	SSDWX vs ELFNX
SSAFX	State Street Aggregate Bond Index Portfolio	Intermediate Core Bond	17	-0.61%	—	Sep 2014	SSDWX vs SSAFX
SSGJX	State Street Global All Cap Equity ex-U.S. Index F...	Foreign Large Cap Equities	74	13.48%	—	Sep 2014	SSDWX vs SSGJX
SSHQX	State Street Hedged International Developed Equity...	Foreign Large Cap Equities	86	14.11%	—	May 2015	SSDWX vs SSHQX
EINFX	Elfun Income Fund	Intermediate Core-Plus Bond	11	-1.31%	—	Dec 1984	SSDWX vs EINFX
SSCNX	State Street Target Retirement 2040 Fund	Target Retirement Date	66	8.49%	—	Sep 2014	SSDWX vs SSCNX

Often Compared With SSDWX

Investors most often compare SSDWX with TRLGX, MGRDX, SPY. 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	10	0.84%	—	Oct 2001	SSDWX vs TRLGX
MGRDX	MFS International Growth Fund R6	Foreign Large Cap Equities	16	3.43%	—	May 2006	SSDWX vs MGRDX
SPY	State Street SPDR S&P 500 ETF	S&P 500	78	11.70%	789.06B	Jan 1993	SSDWX vs SPY
STFAX	State Street Equity 500 Index Fund	Large Cap Blend Equities	57	10.02%	—	Apr 2001	SSDWX vs STFAX
VFTNX	Vanguard FTSE Social Index Fund Institutional Shar...	Large Cap Blend Equities, ESG	38	9.32%	27.60B	Jan 2003	SSDWX vs VFTNX
VOO	Vanguard S&P 500 ETF	S&P 500	78	11.72%	1.70T	Sep 2010	SSDWX vs VOO
FCNTX	Fidelity Contrafund	Large Cap Growth Equities	23	6.89%	176.32B	May 1967	SSDWX vs FCNTX
VINIX	Vanguard Institutional Index Fund Institutional Sh...	S&P 500, Large Cap Blend Equities	59	10.11%	349.70B	Jul 1990	SSDWX vs VINIX
VTTSX	Vanguard Target Retirement 2060 Fund	Target Retirement Date, Diversified Portfolio	68	10.36%	46.70B	Jan 2012	SSDWX vs VTTSX
FMDGX	Fidelity Mid Cap Growth Index Fund	Mid Cap Growth Equities	3	0.31%	—	Jul 2019	SSDWX vs FMDGX
FIRMX	Fidelity Managed Retirement Income Fund	Target Retirement Date	—	—	—	Aug 2007	SSDWX vs FIRMX
FVTKX	Fidelity Freedom 2060 Fund Class K6	Target Retirement Date	71	12.78%	—	Aug 2014	SSDWX vs FVTKX
SSAQX	State Street U.S. Core Equity Fund	Large Cap Blend Equities	35	7.63%	—	Dec 1979	SSDWX vs SSAQX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	Target Retirement Date	—	—	—	Aug 2019	SSDWX vs FRHMX
FFFAX	Fidelity Freedom Income Fund	Target Retirement Date	66	3.94%	—	Oct 1996	SSDWX vs FFFAX
FYTKX	Fidelity Freedom Income Fund Class K6	Target Retirement Date	70	4.07%	—	Oct 1996	SSDWX vs FYTKX
PADLX	Putnam Retirement Advantage Maturity Fund	Target Retirement Date	81	3.72%	—	Dec 2019	SSDWX vs PADLX
FRQHX	Fidelity Managed Retirement 2010 Fund Class K6	Target Retirement Date	—	—	—	Aug 2019	SSDWX vs FRQHX
FTLSX	Fidelity Flex Freedom Blend Income Fund	Target Retirement Date	69	4.00%	—	Jun 2017	SSDWX vs FTLSX
FCTKX	Fidelity Freedom 2055 Fund Class K6	Target Retirement Date	70	12.72%	—	Jun 2011	SSDWX vs FCTKX

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