SSFNX Alternatives & Similar Mutual Funds

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
LTFIX	Principal LifeTime 2055 Fund	0.01%	—	Feb 2008	SSFNX vs LTFIX
LTIUX	Principal LifeTime 2035 Fund	0.01%	—	Feb 2008	SSFNX vs LTIUX
PMTIX	Principal LifeTime 2030 Fund	0.01%	—	Feb 2001	SSFNX vs PMTIX
LTRIX	Principal LifeTime 2045 Fund	0.01%	—	Feb 2008	SSFNX vs LTRIX
FCQTX	American Funds 2065 Target Date Retirement Fund	0.01%	—	Mar 2020	SSFNX vs FCQTX

Best Risk-Adjusted Alternatives to SSFNX

SSFNX has a PortfoliosLab risk / return rank of 78. There are 5 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 85.

Symbol	Name	Risk / Return Rank	AUM	Inception
FIRVX	Fidelity Managed Retirement 2020 Fund	85	—	Dec 2007	SSFNX vs FIRVX
PADLX	Putnam Retirement Advantage Maturity Fund	85	—	Dec 2019	SSFNX vs PADLX
FRKMX	Fidelity Managed Retirement Income Fund Class K	84	—	Aug 2019	SSFNX vs FRKMX
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	84	—	Aug 2007	SSFNX vs FRAMX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	84	—	Aug 2019	SSFNX vs FRHMX

Top Performing SSFNX Alternatives (YTD)

SSFNX is at 4.51% YTD. There are 554 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 15,640,638.04%.

Symbol	Name	YTD Return	AUM	Inception
FRKMX	Fidelity Managed Retirement Income Fund Class K	15,640,638.04%	—	Aug 2019	SSFNX vs FRKMX
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	1,644,791.35%	—	Aug 2007	SSFNX vs FRAMX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	1,464,383.96%	—	Aug 2019	SSFNX vs FRHMX
FIRVX	Fidelity Managed Retirement 2020 Fund	1,440,933.92%	—	Dec 2007	SSFNX vs FIRVX
FHNEX	Fidelity Advisor Freedom Blend 2060 Fund Class A	14.22%	—	Aug 2018	SSFNX vs FHNEX

Lowest Volatility Alternatives to SSFNX

SSFNX has 4.73% 1-year volatility. There are 14 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.59%.

Symbol	Name	Volatility 1Y	AUM	Inception
TDIFX	Dimensional Retirement Income Fund	3.59%	—	Nov 2015	SSFNX vs TDIFX
LTTIX	MFS Lifetime 2025 Fund	4.18%	—	Nov 2012	SSFNX vs LTTIX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	4.32%	—	Oct 2009	SSFNX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	4.34%	—	Oct 2009	SSFNX vs FFGZX
FRIMX	Fidelity Advisor Managed Retirement Income Fund Cl...	4.35%	—	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
TDIFX	Dimensional Retirement Income Fund	-2.61%	—	Nov 2015	SSFNX vs TDIFX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	-3.32%	—	Oct 2009	SSFNX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	-3.33%	—	Oct 2009	SSFNX vs FFGZX
FRQHX	Fidelity Managed Retirement 2010 Fund Class K6	-3.41%	—	Aug 2019	SSFNX vs FRQHX
FRKMX	Fidelity Managed Retirement Income Fund Class K	-3.42%	—	Aug 2019	SSFNX vs FRKMX

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	52	8.21%	—	Sep 2014	SSFNX vs SSSYX
SVSPX	State Street S&P 500 Index Fund Class N	Large Cap Blend Equities	70	7.87%	—	Dec 1992	SSFNX vs SVSPX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	52	8.21%	—	Aug 2014	SSFNX vs SSEYX
SSGVX	State Street Global All Cap Equity ex-U.S.Index Po...	Foreign Large Cap Equities	59	12.99%	—	Sep 2014	SSFNX vs SSGVX
ELFNX	Elfun Trusts	Large Cap Growth Equities	27	2.60%	—	May 1935	SSFNX vs ELFNX
SSAFX	State Street Aggregate Bond Index Portfolio	Intermediate Core Bond	22	0.45%	—	Sep 2014	SSFNX vs SSAFX
SSGJX	State Street Global All Cap Equity ex-U.S. Index F...	Foreign Large Cap Equities	60	12.92%	—	Sep 2014	SSFNX vs SSGJX
SSHQX	State Street Hedged International Developed Equity...	Foreign Large Cap Equities	72	12.01%	—	May 2015	SSFNX vs SSHQX
EINFX	Elfun Income Fund	Intermediate Core-Plus Bond	14	-0.17%	—	Dec 1984	SSFNX vs EINFX
SSAQX	State Street U.S. Core Equity Fund	Large Cap Blend Equities	35	4.57%	—	Dec 1979	SSFNX vs SSAQX

Often Compared With SSFNX

Investors most often compare SSFNX with BLK, TCLTX, VTINX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BLK	BlackRock, Inc.		40	-7.17%	—	—	SSFNX vs BLK
TCLTX	TIAA-CREF Lifecycle 2020 Fund	Target Retirement Date	58	4.01%	—	Oct 2004	SSFNX vs TCLTX
VTINX	Vanguard Target Retirement Income Fund	Target Retirement Date, Diversified Portfolio	55	3.68%	36.30B	Oct 2003	SSFNX vs VTINX
FHFAX	Fidelity Advisor Freedom 2055 Fund Class A	Target Retirement Date	52	10.55%	—	Jun 2011	SSFNX vs FHFAX
PBRNX	PIMCO RealPath Blend Income Fund	Target Retirement Date	57	5.08%	—	Dec 2014	SSFNX vs PBRNX
PLTHX	Principal LifeTime Hybrid 2060 Fund	Target Retirement Date	55	8.52%	—	Sep 2014	SSFNX vs PLTHX
SPY	State Street SPDR S&P 500 ETF	S&P 500	60	8.10%	765.27B	Jan 1993	SSFNX vs SPY
GMFZX	GuideStone Funds MyDestination 2045 Fund	Target Retirement Date	52	8.30%	—	Dec 2006	SSFNX vs GMFZX
DRILX	Dimensional 2060 Target Date Retirement Income Fun...	Target Retirement Date	72	9.65%	—	Nov 2015	SSFNX vs DRILX
RFGTX	American Funds 2040 Target Date Retirement Fund Cl...	Target Retirement Date	49	7.52%	—	Feb 2007	SSFNX vs RFGTX
FAXEX	Fidelity Advisor Freedom Blend 2065 Fund Class M	Target Retirement Date	63	11.57%	—	Jun 2019	SSFNX vs FAXEX
PHTQX	Principal LifeTime Hybrid 2025 Fund	Target Retirement Date	60	4.61%	—	Sep 2014	SSFNX vs PHTQX
AADVX	American Century One Choice Blend+ 2055 Portfolio	Target Retirement Date	56	8.72%	—	Mar 2021	SSFNX vs AADVX
FIJOX	Fidelity Advisor Freedom 2035 Fund Class Z	Target Retirement Date	55	7.94%	—	Oct 2018	SSFNX vs FIJOX
FSNQX	Fidelity Freedom 2030 Fund Class K	Target Retirement Date	61	7.87%	—	Jul 2017	SSFNX vs FSNQX
VFORX	Vanguard Target Retirement 2040 Fund	Target Retirement Date, Diversified Portfolio	54	7.85%	120.30B	Jun 2006	SSFNX vs VFORX
VSVNX	Vanguard Target Retirement 2070 Fund	Target Retirement Date	55	9.37%	3.50B	Jun 2022	SSFNX vs VSVNX
TBLGX	T. Rowe Price Retirement Blend 2030 Fund	Target Retirement Date	58	6.63%	—	Jul 2021	SSFNX vs TBLGX
VFIFX	Vanguard Target Retirement 2050 Fund	Target Retirement Date, Diversified Portfolio	55	9.29%	108.60B	Jun 2006	SSFNX vs VFIFX
FFBSX	Fidelity Freedom Blend 2065 Fund	Target Retirement Date	60	11.82%	—	Jun 2019	SSFNX vs FFBSX

Compare SSFNX with Any Fund or Stock

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

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Diversifiers

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

State Street Target Retirement Fund (SSFNX) Alternatives