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State Street Target Retirement 2040 K (SSCQX)

13.95
+0.05
+(0.36%)
At close: 8:02:14 PM EDT
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  • Previous Close 13.90
  • YTD Return 0.21%
  • Expense Ratio 0.09%
  • Category Target-Date 2040
  • Last Cap Gain 9.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 2.82B
  • Beta (5Y Monthly) 1.20
  • Yield 2.59%
  • 5y Average Return --
  • Holdings Turnover 12.00%
  • Last Dividend 0.38
  • Inception Date Feb 25, 2022

SSGA Funds Management, Inc. (the "Adviser" or "SSGA FM") manages the Target Retirement 2040 Fund using a proprietary asset allocation strategy. The fund is a "fund of funds" that invests in a combination of mutual funds and ETFs sponsored by the Adviser or its affiliates ("underlying funds"). It is intended for investors expecting to retire around the year 2040 and who are likely to stop making new investments in the fund at that time.

State Street Global Advisors

Fund Family

Target-Date 2040

Fund Category

2.82B

Net Assets

2022-02-25

Inception Date

Performance Overview: SSCQX

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Trailing returns as of 4/14/2025. Category is Target-Date 2040.

YTD Return

SSCQX
0.21%
Category
10.80%
 

1-Year Return

SSCQX
5.90%
Category
33.59%
 

3-Year Return

SSCQX
4.57%
Category
12.99%
 

5-Year Return

SSCQX
11.54%
Category
12.87%
 

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Holdings: SSCQX

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Sector Weightings

SectorSSCQX
Technology   22.68%
Industrials   11.62%
Healthcare   10.04%
Energy   4.03%
Real Estate   3.00%
Utilities   2.50%

Recent News: SSCQX

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Research Reports: SSCQX

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