State Street Target Fund Quote
| SSBRX Fund | USD 12.78 0.03 0.24% |
Performance3 of 100
| Odds Of DistressLess than 22
|
State Street is trading at 12.78 as of the 25th of November 2024; that is 0.24 percent increase since the beginning of the trading day. The fund's open price was 12.75. State Street has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for State Street Target are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 6th of December 2022 and ending today, the 25th of November 2024. Click here to learn more.
SSGA Funds Management, Inc. 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 . 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.. More on State Street Target
Moving together with State Mutual Fund
State Mutual Fund Highlights
| Fund Concentration | State Street Global Advisors Funds, Large Blend Funds, Target-Date 2025 Funds, Target-Date 2025, State Street Global Advisors (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 30th of April 2023 |
| Fiscal Year End | December |
State Street Target [SSBRX] is traded in USA and was established 25th of November 2024. State Street is listed under State Street Global Advisors category by Fama And French industry classification. The fund is listed under Target-Date 2025 category and is part of State Street Global Advisors family. This fund at this time has accumulated 1.83 B in assets with no minimum investment requirementsState Street Target is currently producing year-to-date (YTD) return of 9.98% with the current yeild of 0.03%, while the total return for the last 3 years was 2.04%.
Check State Street Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on State Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding State Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as State Street Target Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top State Street Target Mutual Fund Constituents
| JNK | SPDR Bloomberg High | Etf | High Yield Bond | |
| RWO | SPDR Dow Jones | Etf | Global Real Estate | |
| SPIP | SPDR Portfolio TIPS | Etf | Inflation-Protected Bond | |
| SPSB | SPDR Barclays Short | Etf | Short-Term Bond | |
| SPTI | SPDR Portfolio Intermediate | Etf | Intermediate Government | |
| SPTL | SPDR Barclays Long | Etf | Long Government | |
| SPTS | SPDR Barclays Short | Etf | Short Government | |
| SSAFX | State Street Aggregate | Mutual Fund | Intermediate Core Bond |
State Street Target Risk Profiles
| Mean Deviation | 0.2786 | |||
| Semi Deviation | 0.3056 | |||
| Standard Deviation | 0.3521 | |||
| Variance | 0.124 |
State Street Against Markets
Other Information on Investing in State Mutual Fund
State Street financial ratios help investors to determine whether State Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in State with respect to the benefits of owning State Street security.
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Global Correlations Find global opportunities by holding instruments from different markets |