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State Street Target Retirement 2030 K (SSBYX)

14.99 -0.02 (-0.13%)
At close: November 2 at 6:08:52 PM EST
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  • Previous Close 15.01
  • YTD Return 6.54%
  • Expense Ratio 0.09%
  • Category Target-Date 2030
  • Last Cap Gain 12.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Net Assets 3.34B
  • Beta (5Y Monthly) 0.96
  • Yield 2.89%
  • 5y Average Return --
  • Holdings Turnover 22.00%
  • Last Dividend 0.45
  • Inception Date Sep 30, 2014

SSGA Funds Management, Inc. (the "Adviser" or "SSGA FM") manages the Target Retirement 2030 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 2030 and who are likely to stop making new investments in the fund at that time.

State Street Investment Management

Fund Family

Target-Date 2030

Fund Category

3.34B

Net Assets

2014-09-30

Inception Date

Performance Overview

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Trailing returns as of 10/30/2026. Category is Target-Date 2030.

YTD Return

SSBYX
6.54%
Category
7.97%

1-Year Return

SSBYX
8.80%
Category
25.53%

3-Year Return

SSBYX
14.32%
Category
11.28%

5-Year Return

SSBYX
6.41%
Category
10.98%

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