Morningstar

State Street Target Retirement 2030 Fund Class K SSBYX

Morningstar Medalist Rating
Medalist Rating as of | See State Street Investment Hub
  • NAV / 1-Day Return 14.99  /  0.00
  • Total Assets 3.3B
  • Adj. Expense Ratio
    0.090%
  • Expense Ratio 0.010%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Target-Date 2030
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.89%
  • Turnover 22%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:11 AM GMT+0

Morningstar’s Analysis SSBYX

Will SSBYX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SSBYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SSBYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SSBYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A steady target-date series.

Senior Analyst Jodi Lim

Jodi Lim

Senior Analyst

Summary

An engaged, research-driven team and disciplined portfolio-construction process give State Street Target Retirement series an edge.

by Jodi Lim
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SSBYX

More SSBYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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27.06 919M
—

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21.09 716M
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State Street Aggregate Bond Idx

19.79 672M
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State Street® SPDR® Blmbg 1-10 YrTIPSETF

12.17 413M
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State Street® SPDR® Blmbg Hi Yld Bd ETF

6.51 221M
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State Street Small/Mid Cap Equity Index

3.89 132M
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State Street® SPDR® Dow Jones® GlbRE ETF

3.37 114M
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State Street SPDR Portfolio L/T Trs ETF

3.37 114M
—

State StreetSPDRBbgEnhRlYldCmdStrNoK1ETF

1.14 39M
—

State Street® SPDR® Short Term Trs ETF

1.11 38M
—

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