State Street Target Retirement Series

State Street Global Advisors
Rated as State Street Target Retirement 2050 Fund
Updated May 2022

Environment
scorecard

Fossil fuels
Fossil fuels
Poor
Deforestation
Deforestation
Poor

We used our expertise in mutual fund sustainability analysis and extensive database of ESG-screened companies to rate corporations’ retirement plan investment options.

Social
scorecard

Gender equality
Gender equality
Poor
Civilian firearms
Civilian firearms
Fair
Prison industrial complex
Prison industrial complex
Poor
Military weapons
Military weapons
Poor
Tobacco
Tobacco
Fair

We used our expertise in mutual fund sustainability analysis and extensive database of ESG-screened companies to rate corporations’ retirement plan investment options.

Fossil fuel grade
The State Street Target Retirement Series is 8% invested in fossil fuels.

Fossil fuel grade

D
Fossil fuel exposure of 8% places the fund in the range of between 5.5% and 9% exposure. Assigned a grade of D.
Fossil fuel grade of D
8% invested in fossil fuels.
Screen# of holdings% of portfolio
Top 200 carbon reserve ownersTop 200 carbon reserve owners1443.5%
Coal industryCoal industry1321.51%
Oil/gas industryOil/gas industry3455.24%
Top 30 coal-fired utilitiesTop 30 coal-fired utilities250.98%
Fossil-fired utilitiesFossil-fired utilities2523.06%
All fossil fuel screens5978%
Top 200 carbon reserve owners
Top 5 holdings

Top 200 carbon reserve owners

  1. Exxon Mobil Corp
    0.38%
  2. Chevron Corp
    0.3%
  3. Shell PLC
    0.27%
  4. BHP Group Ltd
    0.2%
  5. TotalEnergies SE
    0.18%
Coal industry
Top 5 holdings

Coal industry

  1. BHP Group Ltd
    0.2%
  2. Vale SA
    0.08%
  3. Glencore PLC
    0.08%
  4. Dominion Energy Inc
    0.07%
  5. Anglo American PLC
    0.06%
Oil/gas industry
Top 5 holdings

Oil/gas industry

  1. Exxon Mobil Corp
    0.38%
  2. Chevron Corp
    0.3%
  3. Shell PLC
    0.27%
  4. BHP Group Ltd
    0.2%
  5. TotalEnergies SE
    0.18%
Top 30 coal-fired utilities
Top 5 holdings

Top 30 coal-fired utilities

  1. Berkshire Hathaway Inc
    0.52%
  2. Duke Energy Corp
    0.09%
  3. Southern Co
    0.08%
  4. Enel SpA
    0.06%
  5. American Electric Power Co Inc
    0.05%
Fossil-fired utilities
Top 5 holdings

Fossil-fired utilities

  1. Berkshire Hathaway Inc
    0.52%
  2. NextEra Energy Inc
    0.16%
  3. Duke Energy Corp
    0.09%
  4. Southern Co
    0.08%
  5. Dominion Energy Inc
    0.07%
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
SSADX
SSBRX
SSBSX
SSAHX
SSBWX
SSBYX
SSAJX
SSCJX
SSCKX
SSAZX
SSCNX
SSCQX
SSAKX
SSDDX
SSDEX
SSAOX
SSDJX
SSDLX
SSAUX
SSDOX
SSDQX
SSAWX
SSDWX
SSDYX
SSAYX
SSFJX
SSFKX
SSFPX
SSFNX
SSFOX
SSFQX



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