SSAHX – State Street Target Retirement 2025 R3 Investment Strategy | Morningstar

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Strategy

The investment seeks capital growth and income over the long term. 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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SSBRX	State Street Target Retirement 2025 Fund Class I	Institutional	Open			Sep 30, 2014	$3.72M	0.290%	Below Average	$0	−$5.60M
SSBSX	State Street Target Retirement 2025 Fund Class K	Retirement, Large	Open			Sep 30, 2014	$1.79B	0.090%	Low	$0	−$279.04M
SSAHX	State Street Target Retirement 2025 Fund Class R3	Retirement, Medium	Open			Feb 25, 2022	$10.72M	0.590%	Low	$0	−$3.30M

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