State Street Target Retirement 2030 I (SSBWX)
Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
At close: 08:00PM EDT
State Street Target Retirement 2030 I
Boston, MA 2105
2 Lafayette Pl
State Street Institutional Investment Tr
Management information
,Lead manager since 29 April 2022
Seamus Quinn, CFA, CAIA, is a Principal of SSGA and the Adviser and a Portfolio Manager in the Investment Solutions Group (ISG). He is responsible for the development and investment management of a variety of customized multi-asset class portfolios, including strategic, tactical, and exposure management strategies. Mr. Quinn joined SSGA in 2012 and has been part of ISG since 2017. Prior to joining ISG, Mr. Quinn was a portfolio analyst in the Fixed Income Operations team. Prior to his role at SSGA, Mr. Quinn worked at State Street Corporation as a fund accountant. Mr. Quinn holds a Bachelor of Science degree in Finance from the University of Massachusetts. He has earned the Chartered Financial Analyst (CFA) and the Chartered Alternative Investment Analyst (CAIA) designations and is a member of the CFA Institute, CFA Society Boston, Inc., and the CAIA Association.
Morningstar style box
Yahoo partners with Morningstar, a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box, which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryTarget-Date 2030
Fund familyState Street Global Advisors
Net assets2.81B
YTD return0.97%
Yield2.66%
Morningstar rating★★★
Inception date29 Sept 2014
Fund operations
Last dividend0.34
Last cap gain1.00
Holdings turnover12.00%
Average for categoryN/A
Fees and expenses
ExpenseSSBWXCategory average
Annual report expense ratio (net)0.29%0.45%
Prospectus net expense ratio0.29%N/A
Prospectus gross expense ratio0.40%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.38%
Max deferred sales loadN/A1.44%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
© 2024 Yahoo. All rights reserved.