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 2025 Fund · SSBRX, SSBSX, SSAHX | 88% | 0.09% | SSGA Funds Management, Inc. |
| 2 | State Street Target Retirement 2030 Fund · SSBWX, SSBYX, SSAJX | 70% | 0.09% | SSGA Funds Management, Inc. |
| 3 | State Street Target Retirement 2035 Fund · SSCJX, SSCKX, SSAZX | 51% | 0.09% | SSGA Funds Management, Inc. |
| 4 | State Street Target Retirement 2040 Fund · SSCNX, SSCQX, SSAKX | 41% | 0.09% | SSGA Funds Management, Inc. |
| 5 | State Street Target Retirement 2045 Fund · SSDDX, SSDEX, SSAOX | 34% | 0.09% | SSGA Funds Management, Inc. |
| 6 | State Street Target Retirement 2050 Fund · SSDJX, SSDLX, SSAUX | 29% | 0.09% | SSGA Funds Management, Inc. |
| 7 | State Street Target Retirement 2070 Fund · SSGUX, SSGQX, SSGNX | 26% | 0.09% | SSGA Funds Management, Inc. |
| 8 | State Street Target Retirement 2065 Fund · SSFJX, SSFKX, SSFPX | 26% | 0.09% | SSGA Funds Management, Inc. |
| 9 | State Street Target Retirement 2055 Fund · SSDOX, SSDQX, SSAWX | 26% | 0.09% | SSGA Funds Management, Inc. |
| 10 | State Street Target Retirement 2060 Fund · SSDWX, SSDYX, SSAYX | 26% | 0.09% | SSGA Funds Management, Inc. |
| 11 | State Street Balanced Index Fund · SSBIX cheaper | 20% | 0.05% | SSGA Funds Management, Inc. |
| 12 | State Street Aggregate Bond Index Fund · SSFCX, SSFEX, SSFDX cheaper | 20% | 0.03% | SSGA Funds Management, Inc. |
| 13 | DF Tactical Income Fund · PWRAX, PWRCX, PWRIX diff. adviser | 16% | 1.75% | Donoghue Forlines LLC |
| 14 | DF Tactical Yield Fund · FLOAX, FLOCX, FLOTX diff. adviser | 16% | 1.92% | Donoghue Forlines LLC |
| 15 | Day Hagan Smart Sector Fixed Income ETF · SSFI diff. adviser | 16% | 0.76% | Day Hagan Asset Management |
| 16 | DF Tactical Allocation Fund · GTAAX, GLACX, GTAIX diff. adviser | 15% | 1.72% | Donoghue Forlines LLC |
| 17 | State Street Equity 500 Index Fund · STFAX, STBIX, SSFRX, SSSVX, SSSYX, SSSWX cheaper | 14% | 0.02% | SSGA Funds Management, Inc. |
| 18 | State Street(R) Global Allocation ETF · GAL | 14% | 0.35% | SSGA Funds Management, Inc. |
| 19 | ELFUN DIVERSIFIED FUND · ELDFX | 13% | 0.33% | SSGA Funds Management, Inc. |
| 20 | EA Astoria Dynamic Core US Fixed Income ETF · AGGA diff. adviser | 13% | 0.55% | Empowered Funds, LLC d/b/a EA Advisers |
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