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
PLWIX	Principal LifeTime 2020 Fund	0.01%	—	Feb 2001	SSFNX vs PLWIX
JLKYX	John Hancock Funds Multi-Index 2055 Lifetime Portf...	0.01%	—	Mar 2014	SSFNX vs JLKYX
JRLVX	John Hancock Funds Multi-Index 2045 Lifetime Portf...	0.01%	—	Nov 2013	SSFNX vs JRLVX
PLTZX	Principal LifeTime 2060 Fund	0.01%	—	Feb 2013	SSFNX vs PLTZX
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 84. There are 2 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
PADLX	Putnam Retirement Advantage Maturity Fund	86	—	Dec 2019	SSFNX vs PADLX
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	85	—	Aug 2007	SSFNX vs FRAMX
PDAHX	Prudential Day One Income Fund	82	—	Dec 2016	SSFNX vs PDAHX
TDIFX	Dimensional Retirement Income Fund	81	—	Nov 2015	SSFNX vs TDIFX
URINX	USAA Target Retirement Income Fund	81	—	Jul 2008	SSFNX vs URINX

Top Performing SSFNX Alternatives (YTD)

SSFNX is at 4.96% YTD. There are 522 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 1,644,791.35%.

Symbol	Name	YTD Return	AUM	Inception
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	1,644,791.35%	—	Aug 2007	SSFNX vs FRAMX
URSIX	USAA Target Retirement 2060 Fund	12.78%	—	Jul 2013	SSFNX vs URSIX
FWLSX	Fidelity Flex Freedom Blend 2060 Fund	12.62%	—	Jun 2017	SSFNX vs FWLSX
FFSZX	Fidelity Freedom 2065 Fund Class K6	12.58%	—	Jun 2019	SSFNX vs FFSZX
FCTKX	Fidelity Freedom 2055 Fund Class K6	12.56%	—	Jun 2011	SSFNX vs FCTKX

Lowest Volatility Alternatives to SSFNX

SSFNX has 4.71% 1-year volatility. There are 9 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	SSFNX vs TDIFX
FRIMX	Fidelity Advisor Managed Retirement Income Fund Cl...	4.32%	—	Aug 2007	SSFNX vs FRIMX
FRQIX	Fidelity Advisor Managed Retirement 2010 Fund Clas...	4.32%	—	Aug 2007	SSFNX vs FRQIX
FRQAX	Fidelity Advisor Managed Retirement 2010 Fund Clas...	4.33%	—	Aug 2007	SSFNX vs FRQAX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	4.38%	—	Oct 2009	SSFNX vs FIKFX

Lowest Drawdown Alternatives to SSFNX

SSFNX has a 1-year max drawdown of -3.52%. There are 10 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
FRQIX	Fidelity Advisor Managed Retirement 2010 Fund Clas...	-3.43%	—	Aug 2007	SSFNX vs FRQIX
FRIMX	Fidelity Advisor Managed Retirement Income Fund Cl...	-3.44%	—	Aug 2007	SSFNX vs FRIMX

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	62	10.45%	—	Sep 2014	SSFNX vs SSSYX
SVSPX	State Street S&P 500 Index Fund Class N	Large Cap Blend Equities	78	10.39%	—	Dec 1992	SSFNX vs SVSPX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	61	10.46%	—	Aug 2014	SSFNX vs SSEYX
SSGVX	State Street Global All Cap Equity ex-U.S.Index Po...	Foreign Large Cap Equities	58	11.96%	—	Sep 2014	SSFNX vs SSGVX
ELFNX	Elfun Trusts	Large Cap Growth Equities	31	6.45%	—	May 1935	SSFNX vs ELFNX
SSAFX	State Street Aggregate Bond Index Portfolio	Intermediate Core Bond	22	-0.20%	—	Sep 2014	SSFNX vs SSAFX
SSGJX	State Street Global All Cap Equity ex-U.S. Index F...	Foreign Large Cap Equities	57	11.89%	—	Sep 2014	SSFNX vs SSGJX
SSHQX	State Street Hedged International Developed Equity...	Foreign Large Cap Equities	81	12.84%	—	May 2015	SSFNX vs SSHQX
EINFX	Elfun Income Fund	Intermediate Core-Plus Bond	15	-0.69%	—	Dec 1984	SSFNX vs EINFX
SSAQX	State Street U.S. Core Equity Fund	Large Cap Blend Equities	40	7.31%	—	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.		34	-3.12%	—	—	SSFNX vs BLK
TCLTX	TIAA-CREF Lifecycle 2020 Fund	Target Retirement Date	58	4.23%	—	Oct 2004	SSFNX vs TCLTX
VTINX	Vanguard Target Retirement Income Fund	Target Retirement Date, Diversified Portfolio	61	3.67%	36.30B	Oct 2003	SSFNX vs VTINX
FHFAX	Fidelity Advisor Freedom 2055 Fund Class A	Target Retirement Date	50	10.91%	—	Jun 2011	SSFNX vs FHFAX
PBRNX	PIMCO RealPath Blend Income Fund	Target Retirement Date	63	5.16%	—	Dec 2014	SSFNX vs PBRNX
PLTHX	Principal LifeTime Hybrid 2060 Fund	Target Retirement Date	60	9.75%	—	Sep 2014	SSFNX vs PLTHX
SPY	State Street SPDR S&P 500 ETF	S&P 500	66	10.84%	783.21B	Jan 1993	SSFNX vs SPY
GMFZX	GuideStone Funds MyDestination 2045 Fund	Target Retirement Date	55	9.29%	—	Dec 2006	SSFNX vs GMFZX
DRILX	Dimensional 2060 Target Date Retirement Income Fun...	Target Retirement Date	75	10.95%	137.29M	Nov 2015	SSFNX vs DRILX
RFGTX	American Funds 2040 Target Date Retirement Fund Cl...	Target Retirement Date	47	8.04%	—	Feb 2007	SSFNX vs RFGTX
PHTQX	Principal LifeTime Hybrid 2025 Fund	Target Retirement Date	61	4.97%	—	Sep 2014	SSFNX vs PHTQX
FAXEX	Fidelity Advisor Freedom Blend 2065 Fund Class M	Target Retirement Date	62	12.02%	—	Jun 2019	SSFNX vs FAXEX
FSNQX	Fidelity Freedom 2030 Fund Class K	Target Retirement Date	64	7.76%	—	Jul 2017	SSFNX vs FSNQX
FIJOX	Fidelity Advisor Freedom 2035 Fund Class Z	Target Retirement Date	52	7.94%	—	Oct 2018	SSFNX vs FIJOX
VFORX	Vanguard Target Retirement 2040 Fund	Target Retirement Date, Diversified Portfolio	61	8.39%	120.30B	Jun 2006	SSFNX vs VFORX
VFIFX	Vanguard Target Retirement 2050 Fund	Target Retirement Date, Diversified Portfolio	61	10.07%	108.60B	Jun 2006	SSFNX vs VFIFX
AADVX	American Century One Choice Blend+ 2055 Portfolio	Target Retirement Date	59	9.99%	—	Mar 2021	SSFNX vs AADVX
TBLGX	T. Rowe Price Retirement Blend 2030 Fund	Target Retirement Date	63	7.24%	—	Jul 2021	SSFNX vs TBLGX
SSBWX	State Street Target Retirement 2030 Fund	Target Retirement Date	69	6.88%	—	Sep 2014	SSFNX vs SSBWX
VSVNX	Vanguard Target Retirement 2070 Fund	Target Retirement Date	61	10.15%	3.50B	Jun 2022	SSFNX vs VSVNX

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