State Street Target Retirement Series

State Street Global Advisors
Rated as State Street Target Retirement 2050 Fund
Updated Sep 2021

Fossil fuel grade
The State Street Target Retirement Series is 6.25% invested in fossil fuels.

Fossil fuel grade

D
Fossil fuel exposure of 6.25% places the fund in the range of between 5.5% and 9% exposure. Assigned a grade of D.
Fossil fuel grade of D
6.25% invested in fossil fuels.
Screen# of holdings% of portfolio
Top 200 carbon reserve ownersTop 200 carbon reserve owners1452.6%
Coal industryCoal industry1311.21%
Oil/gas industryOil/gas industry3313.96%
Top 30 coal-fired utilitiesTop 30 coal-fired utilities240.77%
Fossil-fired utilitiesFossil-fired utilities2452.52%
All fossil fuel screens5776.25%
Top 200 carbon reserve owners
Top 5 holdings

Top 200 carbon reserve owners

  1. Exxon Mobil Corp
    0.24%
  2. Royal Dutch Shell PLC
    0.19%
  3. Chevron Corp
    0.19%
  4. TotalEnergies SE
    0.14%
  5. BP PLC
    0.11%
Coal industry
Top 5 holdings

Coal industry

  1. BHP Group Ltd
    0.09%
  2. BHP Group PLC
    0.06%
  3. Air Products & Chemicals Inc
    0.06%
  4. Vale SA
    0.05%
  5. Glencore PLC
    0.05%
Oil/gas industry
Top 5 holdings

Oil/gas industry

  1. Exxon Mobil Corp
    0.24%
  2. Royal Dutch Shell PLC
    0.19%
  3. Chevron Corp
    0.19%
  4. NextEra Energy Inc
    0.15%
  5. TotalEnergies SE
    0.14%
Top 30 coal-fired utilities
Top 5 holdings

Top 30 coal-fired utilities

  1. Berkshire Hathaway Inc
    0.47%
  2. Duke Energy Corp
    0.07%
  3. Southern Co
    0.06%
  4. American Electric Power Co Inc
    0.04%
  5. Xcel Energy Inc
    0.03%
Fossil-fired utilities
Top 5 holdings

Fossil-fired utilities

  1. Berkshire Hathaway Inc
    0.47%
  2. NextEra Energy Inc
    0.15%
  3. Enel SpA
    0.08%
  4. Duke Energy Corp
    0.07%
  5. Southern Co
    0.06%
Company research provided by
FFF SolutionsMacroclimateUrgewald Global Coal Exit List

All funds in this target date series

A target date fund series consist of around 10 or 12 different funds, each with their own "target date" marketed at different age demographics. We use the 2050 fund to assign ratings to target date fund series - this is the fund that would be marketed to savers looking to retire around the year 2050. As time progresses and this "target date" approaches, the portfolio mix of the fund shifts away from stocks and towards bonds and other less-risky investments. Usually, the mix of stocks in the portfolio stays the same across a target date fund series, meaning if you are invested in a fund from this target date series that is dated closer to today than 2050, you're likely invested in the same companies flagged above, but you may have lower levels of exposure. We currently only have detailed results for the 2050 version of this target date fund series.

State Street Target Retirement 2020 Fund
State Street Target Retirement 2025 Fund
State Street Target Retirement 2030 Fund
State Street Target Retirement 2035 Fund
State Street Target Retirement 2040 Fund
State Street Target Retirement 2045 Fund
State Street Target Retirement 2050 Fund
State Street Target Retirement 2055 Fund
State Street Target Retirement 2060 Fund
State Street Target Retirement 2065 Fund
State Street Target Retirement Fund

All tickers for this target date series

Tickers for each shareclass available from every fund in this target date series.

SSBNX
SSBOX
SSBRX
SSBSX
SSBWX
SSBYX
SSCJX
SSCKX
SSCNX
SSCQX
SSDDX
SSDEX
SSDJX
SSDLX
SSDOX
SSDQX
SSDWX
SSDYX
SSFJX
SSFKX
SSFNX
SSFOX



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