Mutual fund
State Street Target Retirement 2050 Fund
TickerSSDLX
Fund manager
State Street Global Advisors
Gender equality score
Gender equality score

48
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

F
18.7
percentile

Universe: Groups

Group: Allocation Funds

Ranking: 245 out of 300 funds


See more funds from this group
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 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
23/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
7/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
17/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
1/10
See the score criteria
Top scoring holdings
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. GPT Group
    <0.01% of assets
    $69,450 invested
  • 2. Medibank Private Ltd
    <0.01% of assets
    $90,679 invested
  • 3. Yara International ASA
    <0.01% of assets
    $88,455 invested
  • 4. DNB Bank ASA
    0.02% of assets
    $215,182 invested
  • 5. Mirvac Group
    <0.01% of assets
    $81,238 invested
  • 6. National Grid PLC
    0.06% of assets
    $564,694 invested
  • 7. Westpac Banking Corp
    0.07% of assets
    $704,136 invested
  • 8. L'Oreal SA
    0.11% of assets
    $1.16M invested
  • 9. Sodexo
    0.01% of assets
    $102,160 invested
  • 10. Canadian Imperial Bank of Commerce
    0.06% of assets
    $605,578 invested
Bottom scoring holdings
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Shapir Engineering and Industry Ltd
    <0.01% of assets
    $20,349 invested
  • 2. Seazen Group Ltd
    <0.01% of assets
    $9,669 invested
  • 3. AFI Properties Ltd
    <0.01% of assets
    $6,703 invested
  • 4. Ubiquiti Inc
    <0.01% of assets
    $52,998 invested
  • 5. Hilltop Holdings Inc
    <0.01% of assets
    $36,915 invested
  • 6. Laureate Education Inc Shs
    <0.01% of assets
    $33,834 invested
  • 7. Instil Bio Inc
    <0.01% of assets
    $9,625 invested
  • 8. Constellation Software Inc
    0.04% of assets
    $437,814 invested
  • 9. Enghouse Systems Ltd
    <0.01% of assets
    $12,497 invested
  • 10. Airport City Ltd
    <0.01% of assets
    $17,946 invested
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Financial performance
Performance data provided byMorningstarFind more financial data on SSDLX at Morningstar.com
Gender Equality and Returns
Returns chart for State Street Target Retirement 2050 Fund
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
Current fund
SSDLX
State Street Target Retirement 2050 Fund
Family
State Street Global Advisors
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/22
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 5-yr returns 
5.38% less  in annualized returns
Lower overall gender equality score 
3 / 100 points lower
Lower gender balance in leadership and workforce score 
3 / 40 points lower
Same equal compensation and work life balance score 
0 / 30 points 
Lower policies promoting gender equality score 
1 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
SSDLX
State Street Target Retirement 2050 Fund
Family
State Street Global Advisors
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/22
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 5-yr returns 
5.38% less  in annualized returns
Lower overall gender equality score 
3 / 100 points lower
Lower gender balance in leadership and workforce score 
3 / 40 points lower
Same equal compensation and work life balance score 
0 / 30 points 
Lower policies promoting gender equality score 
1 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
SSDLX
State Street Target Retirement 2050 Fund
Family
State Street Global Advisors
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/22
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 5-yr returns 
5.38% less  in annualized returns
Lower overall gender equality score 
3 / 100 points lower
Lower gender balance in leadership and workforce score 
3 / 40 points lower
Same equal compensation and work life balance score 
0 / 30 points 
Lower policies promoting gender equality score 
1 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
SSDLX - State Street Target Retirement 2050 Fund
-21.55%
4.02%
5.03%
/
48  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
-14.64%
10%
10%
13%
51  / 100 points
Fund compared to benchmark
 
-6.92%
-6.17%
-5.38%
/
3  / 100 points lower
Find more financial data on SSDLX at Morningstar.com
What's next?
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