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State Street Target Retirement 2040 K (SSCQX)

17.19 -0.02 (-0.12%)
At close: 8:03:52 PM EST
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  • Previous Close 17.21
  • YTD Return 8.80%
  • Expense Ratio 0.09%
  • Category Target-Date 2040
  • Last Cap Gain 17.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Net Assets 3.58B
  • Beta (5Y Monthly) 1.16
  • Yield 2.40%
  • 5y Average Return --
  • Holdings Turnover 19.00%
  • Last Dividend 0.43
  • 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 Investment Management

Fund Family

Target-Date 2040

Fund Category

3.58B

Net Assets

2022-02-25

Inception Date

Performance Overview

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Trailing returns as of 10/30/2026. Category is Target-Date 2040.

YTD Return

SSCQX
8.80%
Category
10.80%

1-Year Return

SSCQX
11.60%
Category
33.59%

3-Year Return

SSCQX
17.00%
Category
12.99%

5-Year Return

SSCQX
7.81%
Category
12.87%

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