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Nasdaq - Delayed Quote USD

State Street Target Retirement 2065 I (SSFJX)

15.39
+0.01
+(0.07%)
As of 8:07:14 AM EDT. Market Open.

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
1

Broker Availability

  • Mid Atlantic Capital Corp
  • Schwab Institutional
  • (Junk)CommonWealth PPS
  • Raymond James
  • Commonwealth Universe
  • ADP Access
  • Mid Atlantic Capital Group
  • ADP Access Open Fund Architecture
  • ADP Access Tier 0
  • Schwab All (Retail, Instl, Retirement)
  • Schwab Retirement Only
  • ADP Access Tier 2
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • ADP Advisor Access 3(21) Tier 0
  • ADP Advisor Access 3(21) Tier 2
  • ADP Advisor Access Tier 0
  • ADP Advisor Access Tier 2
  • ADP SPS 3(38) Tier 2
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

SSGA FM manages the Target Retirement 2065 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 2065 and who are likely to stop making new investments in the fund at that time.

Fund Overview

Category Target-Date 2065+
Fund Family State Street Global Advisors
Net Assets 360.86M
YTD Return -0.39%
Yield 2.23%
Morningstar Rating
Inception Date Mar 02, 2022

Performance & Risk

YTD Return 0.39%
5y Average Return 10.25%
Rank in Category (ytd) 28
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.29
Morningstar Risk Rating

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