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State Street Target Retirement 2040 Fund Class K (SSCQX)

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15.21 +0.11    +0.73%
24/12 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 2.79B
State Street Target Retirement 2040 K 15.21 +0.11 +0.73%

SSCQX Overview

 
Find basic information about the State Street Target Retirement 2040 Fund Class K mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add SSCQX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change9.42%
Prev. Close15.1
Risk Rating
TTM Yield2.06%
ROE23.29%
IssuerN/A
Turnover6%
ROA10.03%
Inception Date41912
Total Assets2.79B
Expenses0.06%
Min. Investment10,000,000
Market Cap75.21B
CategoryTarget - Date 2040
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State Street Target Retirement 2040 Fund Class K Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1149 1028 1214 1138 1521 2180
Fund Return 14.91% 2.79% 21.39% 4.41% 8.75% 8.11%
Place in category 181 149 149 171 120 50
% in Category 90 72 69 90 71 53

Top Bond Funds by State Street Global Advisors

  Name Rating Total Assets YTD% 3Y% 10Y%
  State Street Target Retirement 2030 3B 12.87 3.67 7.34
  State Street Target Retirement 2035 3B 13.94 4.03 7.76
  State Street Target Retirement 2045 2.56B 15.74 4.77 8.42
  State Street Target Retirement 2050 2.17B 16.54 5.15 8.59
  State Street Target Retirement 2025 1.96B 11.26 3.13 6.67

Top Funds for Target-Date 2040 Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  The Vanguard Target Retire 2040 Tr1 108.35B 15.72 5.44 8.33
  The Vanguard Target Retire 2040 Tr2 108.35B 15.70 5.43 8.31
  Vanguard Target Retire Trust Plus40 108.35B 15.72 5.45 8.34
  Vanguard Target Retirement 2040 Inv 94.06B 15.75 5.43 8.25
  American Funds 2040 Trgt Date RetR6 33.01B 17.33 6.15 9.43

Top Holdings

Name ISIN Weight % Last Change %
State Street Equity 500 Index II - 34.49 - -
State Street Glb All Cap Eq ex-US Idx - 32.06 - -
State Street Aggregate Bond Idx - 11.08 - -
State Street Small/Mid Cap Equity Index - 11.07 - -
  SPDR Barclays Long Term Treasury US78464A6644 9.56 26.26 +0.31%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Neutral Buy Strong Buy
Technical Indicators Strong Sell Strong Sell Strong Buy
Summary Sell Neutral Strong Buy
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