SSBWX Mutual Fund (State Street Target Retirement 2030 Fund Class I) is managed by SPDR State Street Global Advisors with $10.5M in net assets. SSBWX expense ratio is 0.29%, holding 13 positions across sectors including Unknown, Financials, Other. Inception date: 2014-09-30.

SSBWX performance shows a YTD return of 7.08%. The 1-year return is 15.26% and the 5-year return is 6.16%. SSBWX dividend yield stands at 6.43%, paid annually.

SSBWX top holdings include State Street Equity 500 Index Ii Portfolio (26.8%), State Street Global All Cap Equity ex-U.S. Index Portfolio (22.3%), State Street Aggregate Bond Index Portfolio (19.9%), Spdr Bloomberg Barclays Tips ETF (11.2%), SPDR Bloomberg High Yield Bond ETF (6.2%). View all SSBWX holdings, sector breakdown, or dividend history.

SSBWX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SSBWX alternatives are available via the screener, along with tax-loss harvesting opportunities.