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 | |
|---|---|---|---|---|---|
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | SSFNX vs FCQTX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | SSFNX vs LTRIX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | SSFNX vs PPLIX | |
| John Hancock Funds Multi-Index 2045 Lifetime Portf... | 0.01% | — | Nov 2013 | SSFNX vs JRLVX | |
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | — | Mar 2014 | SSFNX vs JLKYX |
Best Risk-Adjusted Alternatives to SSFNX
SSFNX has a PortfoliosLab risk / return rank of 86. No mutual funds in the Target Retirement Date category have higher risk-adjusted ranks; the top alternatives shown here go as high as 85.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | SSFNX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | SSFNX vs PDAHX | |
| State Street Target Retirement 2025 Fund | 83 | — | Sep 2014 | SSFNX vs SSBRX | |
| USAA Target Retirement 2030 Fund | 83 | — | Jul 2008 | SSFNX vs URTRX | |
| USAA Target Retirement 2040 Fund | 83 | — | Jul 2008 | SSFNX vs URFRX |
Top Performing SSFNX Alternatives (YTD)
SSFNX is at 5.22% YTD. There are 503 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 13.54% | — | Jul 2013 | SSFNX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | SSFNX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.89% | — | Jun 2017 | SSFNX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.86% | — | Jun 2019 | SSFNX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.80% | — | Jun 2017 | SSFNX vs FQLSX |
Lowest Volatility Alternatives to SSFNX
SSFNX has 4.76% 1-year volatility. There are 6 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 | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.51% | — | Nov 2015 | SSFNX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.43% | — | Oct 2009 | SSFNX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.46% | — | Oct 2009 | SSFNX vs FFGZX | |
| MFS Lifetime Income Fund | 4.50% | — | Sep 2005 | SSFNX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.51% | — | Nov 2015 | SSFNX vs DRIQX |
Lowest Drawdown Alternatives to SSFNX
SSFNX has a 1-year max drawdown of -3.52%. There are 6 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 Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | SSFNX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | SSFNX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | SSFNX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | SSFNX 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.
Often Compared With SSFNX
Investors most often compare SSFNX with BLK, TCLTX, FHFAX. 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