- What does SSFKX invest in?
- SSGA FM manages the Target Retirement 2065 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 2065 and who are likely to stop making new investments in the fund at that time. Rewritten Description: Managed by SSGA FM, the Target Retirement 2065 Fund employs an exclusive, in-house asset allocation strategy. This investment operates as a "fund of funds," channeling its capital into a mix of underlying mutual funds and exchange-traded funds (ETFs) sponsored by the Adviser or its associated companies. It caters to investors who foresee their retirement occurring around 2065 and are likely to halt additional investments into the fund at that juncture.
- What is the expense ratio of SSFKX?
- State Street Target Retirement 2065 Fund (SSFKX) charges an expense ratio of 0.09%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is SSFKX?
- State Street Target Retirement 2065 Fund (SSFKX) manages $682.4M 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 SSFKX actively managed or an index fund?
- SSFKX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was SSFKX launched?
- State Street Target Retirement 2065 Fund (SSFKX) launched in March 2020 and is managed by State Street / SPDR.
- How has SSFKX performed?
- SSFKX'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.
