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
JIEHX	John Hancock Funds Multi-Index 2060 Lifetime Portf...	0.01%	—	Mar 2016	SSDWX vs JIEHX
LTRIX	Principal LifeTime 2045 Fund	0.01%	—	Feb 2008	SSDWX vs LTRIX
PPLIX	Principal LifeTime 2050 Fund	0.01%	—	Feb 2001	SSDWX vs PPLIX
LTIUX	Principal LifeTime 2035 Fund	0.01%	—	Feb 2008	SSDWX vs LTIUX
PLTZX	Principal LifeTime 2060 Fund	0.01%	—	Feb 2013	SSDWX vs PLTZX

Best Risk-Adjusted Alternatives to SSDWX

SSDWX has a PortfoliosLab risk / return rank of 71. There are 231 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
PADLX	Putnam Retirement Advantage Maturity Fund	89	—	Dec 2019	SSDWX vs PADLX
SSFNX	State Street Target Retirement Fund	88	—	Sep 2014	SSDWX vs SSFNX
PDAHX	Prudential Day One Income Fund	85	—	Dec 2016	SSDWX vs PDAHX
SSBRX	State Street Target Retirement 2025 Fund	85	—	Sep 2014	SSDWX vs SSBRX
DRILX	Dimensional 2060 Target Date Retirement Income Fun...	83	—	Nov 2015	SSDWX vs DRILX

Top Performing SSDWX Alternatives (YTD)

SSDWX is at 12.02% YTD. There are 184 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 14.17%.

Symbol	Name	YTD Return	AUM	Inception
FWLSX	Fidelity Flex Freedom Blend 2060 Fund	14.17%	—	Jun 2017	SSDWX vs FWLSX
FDFPX	Fidelity Flex Freedom Blend 2065 Fund	14.11%	—	Jun 2019	SSDWX vs FDFPX
FQLSX	Fidelity Flex Freedom Blend 2055 Fund	14.07%	—	Jun 2017	SSDWX vs FQLSX
FHDDX	Fidelity Freedom Blend 2055 Fund Class K6	14.04%	—	Aug 2018	SSDWX vs FHDDX
FFBQX	Fidelity Freedom Blend 2065 Fund Class K6	14.03%	—	Jun 2019	SSDWX vs FFBQX

Lowest Volatility Alternatives to SSDWX

SSDWX has 11.23% 1-year volatility. There are 421 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.33%.

Symbol	Name	Volatility 1Y	AUM	Inception
TDIFX	Dimensional Retirement Income Fund	3.33%	—	Nov 2015	SSDWX vs TDIFX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	3.98%	—	Oct 2009	SSDWX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	4.01%	—	Oct 2009	SSDWX vs FFGZX
FRQHX	Fidelity Managed Retirement 2010 Fund Class K6	4.14%	—	Aug 2019	SSDWX vs FRQHX
FRKMX	Fidelity Managed Retirement Income Fund Class K	4.15%	—	Aug 2019	SSDWX vs FRKMX

Lowest Drawdown Alternatives to SSDWX

SSDWX 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
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
FRQHX	Fidelity Managed Retirement 2010 Fund Class K6	-3.41%	—	Aug 2019	SSDWX vs FRQHX
FRKMX	Fidelity Managed Retirement Income Fund Class K	-3.42%	—	Aug 2019	SSDWX vs FRKMX

Other Mutual Funds from State Street

The 10 most viewed State Street mutual funds shown here include SSSYX, SVSPX, SSEYX and span 5 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SSSYX	State Street Equity 500 Index Fund Class K	Large Cap Blend Equities	73	11.69%	—	Sep 2014	SSDWX vs SSSYX
SVSPX	State Street S&P 500 Index Fund Class N	Large Cap Blend Equities	88	11.63%	—	Dec 1992	SSDWX vs SVSPX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	72	11.70%	—	Aug 2014	SSDWX vs SSEYX
SSGVX	State Street Global All Cap Equity ex-U.S.Index Po...	Foreign Large Cap Equities	62	14.99%	—	Sep 2014	SSDWX vs SSGVX
ELFNX	Elfun Trusts	Large Cap Growth Equities	42	6.95%	—	May 1935	SSDWX vs ELFNX
SSAFX	State Street Aggregate Bond Index Portfolio	Intermediate Core Bond	26	0.42%	—	Sep 2014	SSDWX vs SSAFX
SSGJX	State Street Global All Cap Equity ex-U.S. Index F...	Foreign Large Cap Equities	62	14.94%	—	Sep 2014	SSDWX vs SSGJX
SSAQX	State Street U.S. Core Equity Fund	Large Cap Blend Equities	51	8.01%	—	Dec 1979	SSDWX vs SSAQX
EINFX	Elfun Income Fund	Intermediate Core-Plus Bond	17	0.04%	—	Dec 1984	SSDWX vs EINFX
SSHQX	State Street Hedged International Developed Equity...	Foreign Large Cap Equities	50	10.20%	—	May 2015	SSDWX vs SSHQX

Often Compared With SSDWX

Investors most often compare SSDWX with TRLGX, SPY, MGRDX. These 20 comparison targets span 9 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	18	5.12%	—	Oct 2001	SSDWX vs TRLGX
SPY	State Street SPDR S&P 500 ETF	S&P 500	70	10.91%	781.00B	Jan 1993	SSDWX vs SPY
MGRDX	MFS International Growth Fund R6	Foreign Large Cap Equities	10	4.17%	—	May 2006	SSDWX vs MGRDX
STFAX	State Street Equity 500 Index Fund	Large Cap Blend Equities	72	11.63%	—	Apr 2001	SSDWX vs STFAX
VOO	Vanguard S&P 500 ETF	S&P 500	70	10.91%	1.60T	Sep 2010	SSDWX vs VOO
FCNTX	Fidelity Contrafund	Large Cap Growth Equities	35	7.76%	176.32B	May 1967	SSDWX vs FCNTX
VINIX	Vanguard Institutional Index Fund Institutional Sh...	Large Cap Blend Equities	73	11.69%	342.00B	Jul 1990	SSDWX vs VINIX
VFTNX	Vanguard FTSE Social Index Fund Institutional Shar...	Large Cap Growth Equities, ESG	54	11.69%	26.20B	Jan 2003	SSDWX vs VFTNX
VTTSX	Vanguard Target Retirement 2060 Fund	Diversified Portfolio, Target Retirement Date	71	12.17%	44.60B	Jan 2012	SSDWX vs VTTSX
FMDGX	Fidelity Mid Cap Growth Index Fund	Mid Cap Growth Equities	6	4.88%	—	Jul 2019	SSDWX vs FMDGX
FNSHX	Fidelity Freedom Income Fund Class K	Target Retirement Date	75	4.98%	—	Jul 2017	SSDWX vs FNSHX
PTDIX	Principal LifeTime 2040 Fund	Target Retirement Date	50	7.80%	—	Feb 2001	SSDWX vs PTDIX
FFFAX	Fidelity Freedom Income Fund	Target Retirement Date	76	4.96%	—	Oct 1996	SSDWX vs FFFAX
FIRMX	Fidelity Managed Retirement Income Fund	Target Retirement Date	72	4.04%	—	Aug 2007	SSDWX vs FIRMX
FTLSX	Fidelity Flex Freedom Blend Income Fund	Target Retirement Date	80	5.19%	—	Jun 2017	SSDWX vs FTLSX
ELFTX	Elfun Tax Exempt Income Fund	Municipal Bonds	70	1.52%	—	Jan 1980	SSDWX vs ELFTX
LTFIX	Principal LifeTime 2055 Fund	Target Retirement Date	49	9.67%	—	Feb 2008	SSDWX vs LTFIX
FOTKX	Fidelity Freedom 2010 Fund Class K6	Target Retirement Date	79	5.43%	—	Oct 1996	SSDWX vs FOTKX
FYTKX	Fidelity Freedom Income Fund Class K6	Target Retirement Date	78	5.05%	—	Oct 1996	SSDWX vs FYTKX
FFSZX	Fidelity Freedom 2065 Fund Class K6	Target Retirement Date	73	13.95%	—	Jun 2019	SSDWX vs FFSZX

Compare SSDWX with Any Fund or Stock

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

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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