State Street Target Retirement Fund (SSFNX) 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 SSFNX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SSFNX
SSFNX charges 0.10% annually. There are 109 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 2055 Fund | 0.01% | — | Feb 2008 | SSFNX vs LTFIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | SSFNX vs LTRIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | SSFNX vs PMTIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | SSFNX vs LTIUX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | SSFNX vs PTDIX |
Best Risk-Adjusted Alternatives to SSFNX
SSFNX has a PortfoliosLab risk / return rank of 88. There is 1 mutual fund in the Target Retirement Date category with a higher risk-adjusted rank, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 89 | — | Dec 2019 | SSFNX vs PADLX | |
| Dimensional 2065 Target Date Retirement Income Fun... | 86 | — | Jan 2020 | SSFNX vs DTDRX | |
| Dimensional 2060 Target Date Retirement Income Fun... | 86 | — | Nov 2015 | SSFNX vs DRILX | |
| Prudential Day One Income Fund | 86 | — | Dec 2016 | SSFNX vs PDAHX | |
| Dimensional 2055 Target Date Retirement Income Fun... | 85 | — | Nov 2015 | SSFNX vs DRIKX |
Top Performing SSFNX Alternatives (YTD)
SSFNX is at 5.58% YTD. There are 535 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 14.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Flex Freedom Blend 2065 Fund | 14.11% | — | Jun 2019 | SSFNX vs FDFPX | |
| Fidelity Freedom 2060 Fund Class K6 | 13.98% | — | Aug 2014 | SSFNX vs FVTKX | |
| Fidelity Freedom 2055 Fund Class K6 | 13.94% | — | Jun 2011 | SSFNX vs FCTKX | |
| Fidelity Freedom Blend 2060 Fund | 13.91% | — | Aug 2018 | SSFNX vs FHANX | |
| Fidelity Freedom Blend 2065 Fund | 13.89% | — | Jun 2019 | SSFNX vs FFBSX |
Lowest Volatility Alternatives to SSFNX
SSFNX has 4.38% 1-year volatility. There are 17 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 | SSFNX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 3.98% | — | Oct 2009 | SSFNX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.01% | — | Oct 2009 | SSFNX vs FFGZX | |
| Fidelity Managed Retirement Income Fund Class K | 4.15% | — | Aug 2019 | SSFNX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.15% | — | Aug 2007 | SSFNX vs FRIMX |
Lowest Drawdown Alternatives to SSFNX
SSFNX has a 1-year max drawdown of -3.52%. There are 16 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 | SSFNX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | SSFNX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | SSFNX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | SSFNX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | — | Aug 2019 | SSFNX 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 | |
|---|---|---|---|---|---|---|---|
| State Street Equity 500 Index Fund Class K | Large Cap Blend Equities | 73 | 11.69% | — | Sep 2014 | SSFNX vs SSSYX | |
| State Street S&P 500 Index Fund Class N | Large Cap Blend Equities | 88 | 11.63% | — | Dec 1992 | SSFNX vs SVSPX | |
| State Street Equity 500 Index II Portfolio | Large Cap Blend Equities | 72 | 11.70% | — | Aug 2014 | SSFNX vs SSEYX | |
| State Street Global All Cap Equity ex-U.S.Index Po... | Foreign Large Cap Equities | 62 | 14.99% | — | Sep 2014 | SSFNX vs SSGVX | |
| Elfun Trusts | Large Cap Growth Equities | 42 | 6.95% | — | May 1935 | SSFNX vs ELFNX | |
| State Street Aggregate Bond Index Portfolio | Intermediate Core Bond | 26 | 0.42% | — | Sep 2014 | SSFNX vs SSAFX | |
| State Street Global All Cap Equity ex-U.S. Index F... | Foreign Large Cap Equities | 62 | 14.94% | — | Sep 2014 | SSFNX vs SSGJX | |
| State Street U.S. Core Equity Fund | Large Cap Blend Equities | 51 | 8.01% | — | Dec 1979 | SSFNX vs SSAQX | |
| Elfun Income Fund | Intermediate Core-Plus Bond | 17 | 0.04% | — | Dec 1984 | SSFNX vs EINFX | |
| State Street Target Retirement 2040 Fund | Target Retirement Date | 71 | 10.08% | — | Sep 2014 | SSFNX vs SSCNX |
Often Compared With SSFNX
Investors most often compare SSFNX with BLK, TCLTX, PBRNX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare SSFNX with Any Fund or Stock
Compare SSFNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SSFNX with funds that move differently
State Street Target Retirement Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SSFNX.
Explore SSFNX Diversifiers