Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | State Street Target Retirement 2040 Fund · SSCNX, SSCQX, SSAKX | 90% | 0.09% | SSGA Funds Management, Inc. |
| 2 | State Street Target Retirement 2045 Fund · SSDDX, SSDEX, SSAOX | 83% | 0.09% | SSGA Funds Management, Inc. |
| 3 | State Street Target Retirement 2030 Fund · SSBWX, SSBYX, SSAJX | 81% | 0.09% | SSGA Funds Management, Inc. |
| 4 | State Street Target Retirement 2050 Fund · SSDJX, SSDLX, SSAUX | 78% | 0.09% | SSGA Funds Management, Inc. |
| 5 | State Street Target Retirement 2070 Fund · SSGUX, SSGQX, SSGNX | 75% | 0.09% | SSGA Funds Management, Inc. |
| 6 | State Street Target Retirement 2065 Fund · SSFJX, SSFKX, SSFPX | 75% | 0.09% | SSGA Funds Management, Inc. |
| 7 | State Street Target Retirement 2055 Fund · SSDOX, SSDQX, SSAWX | 75% | 0.09% | SSGA Funds Management, Inc. |
| 8 | State Street Target Retirement 2060 Fund · SSDWX, SSDYX, SSAYX | 75% | 0.09% | SSGA Funds Management, Inc. |
| 9 | State Street Target Retirement 2025 Fund · SSBRX, SSBSX, SSAHX | 61% | 0.09% | SSGA Funds Management, Inc. |
| 10 | State Street Target Retirement Fund · SSFNX, SSFOX, SSFQX | 51% | 0.09% | SSGA Funds Management, Inc. |
| 11 | State Street Equity 500 Index Fund · STFAX, STBIX, SSFRX, SSSVX, SSSYX, SSSWX cheaper | 32% | 0.02% | SSGA Funds Management, Inc. |
| 12 | State Street Global All Cap Equity ex-U.S. Index Fund · SSGHX, SSGLX, SSGJX cheaper | 29% | 0.06% | SSGA Funds Management, Inc. |
| 13 | ELFUN DIVERSIFIED FUND · ELDFX | 23% | 0.33% | SSGA Funds Management, Inc. |
| 14 | State Street Balanced Index Fund · SSBIX cheaper | 17% | 0.05% | SSGA Funds Management, Inc. |
| 15 | State Street Aggregate Bond Index Fund · SSFCX, SSFEX, SSFDX cheaper | 16% | 0.03% | SSGA Funds Management, Inc. |
| 16 | State Street(R)Income Allocation ETF · INKM | 15% | 0.50% | SSGA Funds Management, Inc. |
| 17 | State Street(R) Fixed Income Sector Rotation ETF · FISR | 13% | 0.50% | SSGA Funds Management, Inc. |
| 18 | State Street Total Return V.I.S. Fund · SSTIX, SSTTX | 9% | 0.67% | SSGA Funds Management, Inc. |
| 19 | State Street(R) Global Allocation ETF · GAL | 8% | 0.35% | SSGA Funds Management, Inc. |
| 20 | RESQ Strategic Income Fund · RQIAX, RQIIX, RQICX diff. adviser | 8% | 1.97% | RESQ Investment Partners, LLC |
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