State Street Target Retirement 2040 Fund

Frequently Asked Questions About SSCQX

What does SSCQX invest in?

This fund, overseen by SSGA Funds Management, Inc. (the Adviser), utilizes its unique asset allocation methodology. Operating as a "fund of funds," it strategically invests in a diverse selection of mutual funds and exchange-traded funds (ETFs) sponsored by the Adviser or its affiliates. It is specifically designed for investors planning to retire approximately in 2040, at which point new contributions to the fund are typically expected to stop.

What is the expense ratio of SSCQX?

State Street Target Retirement 2040 Fund (SSCQX) charges an expense ratio of 0.09%. This is the annual fee deducted from fund assets to cover management and operations.

How big is SSCQX?

State Street Target Retirement 2040 Fund (SSCQX) manages $3.54B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is SSCQX actively managed or an index fund?

SSCQX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was SSCQX launched?

State Street Target Retirement 2040 Fund (SSCQX) launched in October 2014 and is managed by State Street / SPDR.

How has SSCQX performed?

SSCQX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.