State Street Target Retirement 2050 Fund | Gender equality score

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. Mirvac Group
<0.01% of assets
$96,553 invested
2. Diageo PLC
0.13% of assets
$1.44M invested
3. Medibank Private Ltd
<0.01% of assets
$89,035 invested
4. Allianz SE
0.12% of assets
$1.41M invested
5. UBS Group AG
0.09% of assets
$1.03M invested
6. Aena SME SA
0.01% of assets
$162,944 invested
7. Yara International ASA
<0.01% of assets
$103,342 invested
8. National Grid PLC
0.06% of assets
$671,813 invested
9. Westpac Banking Corp
0.07% of assets
$850,313 invested
10. GPT Group
<0.01% of assets
$96,294 invested

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
$17,582 invested
2. AFI Properties Ltd
<0.01% of assets
$5,654 invested
3. Ubiquiti Inc
<0.01% of assets
$37,267 invested
4. Constellation Software Inc
0.04% of assets
$508,762 invested
5. Seria Co Ltd
<0.01% of assets
$16,824 invested
6. FUJI Media Holdings Inc
<0.01% of assets
$3,365 invested
7. Interactive Brokers Group Inc Class A
0.02% of assets
$212,017 invested
8. Inter Parfums Inc
<0.01% of assets
$58,497 invested
9. Laureate Education Inc Shs
<0.01% of assets
$42,725 invested
10. Rithm Capital Corp
0.01% of assets
$114,441 invested

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Financial performance

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Find more financial data on SSDLX at Morningstar.com

Gender Equality and Returns

Returns chart for State Street Target Retirement 2050 Fund

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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

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vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

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Fund comparison settings

Investment timeline

Performance as of: 2/28/23

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 5-yr returns

3.79% less in annualized returns

Lower overall gender equality score

4 / 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

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 2/28/23

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 5-yr returns

3.79% less in annualized returns

Lower overall gender equality score

4 / 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

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 2/28/23

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 5-yr returns

3.79% less in annualized returns

Lower overall gender equality score

4 / 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

Performance as of date: 2/28/23

Morningstar suggested benchmark: Morningstar Mod Tgt Risk TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
SSDLX - State Street Target Retirement 2050 Fund

-9.02%

7.45%

49 / 100 points

Benchmark

-7.72%

12%

9.79%

12%

53 / 100 points

Fund compared to benchmark

-1.3%

-4.67%

-3.79%

4 / 100 points lower

Find more financial data on SSDLX at Morningstar.com

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