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    State Street Target Retirement 2025 K (SSBSX)

    13.54 -0.02 (-0.15%)
    At close: 8:03:52 PM EST
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    • Previous Close 13.56
    • YTD Return 5.64%
    • Expense Ratio 0.09%
    • Category Target-Date 2025
    • Last Cap Gain 8.00
    • Morningstar Rating
    • Morningstar Risk Rating Above Average
    • Net Assets 1.8B
    • Beta (5Y Monthly) 0.78
    • Yield 3.27%
    • 5y Average Return --
    • Holdings Turnover 18.00%
    • Last Dividend 0.45
    • Inception Date Feb 25, 2022

    SSGA Funds Management, Inc. (the "Adviser" or "SSGA FM") manages the Target Retirement 2025 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 2025 and who are likely to stop making new investments in the fund at that time.

    State Street Investment Management

    Fund Family

    Target-Date 2025

    Fund Category

    1.8B

    Net Assets

    2022-02-25

    Inception Date

    More about State Street Target Retirement 2025 K

    Performance Overview

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    Trailing returns as of 10/30/2026. Category is Target-Date 2025.

    YTD Return

    SSBSX
    5.64%
    Category
    6.61%

    1-Year Return

    SSBSX
    7.51%
    Category
    21.54%

    3-Year Return

    SSBSX
    12.26%
    Category
    10.23%

    5-Year Return

    SSBSX
    5.44%
    Category
    9.75%

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    Holdings

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    Sector Weightings

    Sector SSBSX
    Technology 26.73%
    Financial Services 14.54%
    Real Estate 14.14%
    Industrials 9.80%
    Consumer Cyclical 7.70%
    Healthcare 7.45%
    Communication Services 6.39%
    Consumer Defensive 3.98%
    Basic Materials 3.68%
    Energy 3.59%
    Utilities 2.01%
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    Recent News

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    Research Reports

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