State Street Target Retirement 2050 Fund

Shareclass
State Street Target Retirement 2050 K (SSDLX)
Type
Open-end mutual fund
Military weapon grade: Fund is invested in military contractors above the threshold of 2.5% and below the threshold of 4%. Assigned a grade of D.
How we track weapon investments
D
$48.79 MILLION
Military weapons
178
military weapon stocks found
2.51%
of assets flagged
Data as of 31 Mar 2024
Military weapons
Military contractors
Military contractors
Largest international arms manufacturers and military contractors
178
holdings
$48.79M
invested
2.51%
of portfolio
Nuclear weapons
Nuclear weapons
Manufacturers/servicers of nuclear armaments and delivery systems
80
holdings
$33.96M
invested
1.75%
of portfolio
Controversial weapons
Controversial weapons
Manufacturers involved with cluster munitions, landmines, white phosphorus, depleted uranium
23
holdings
$8.94M
invested
0.46%
of portfolio
Military weapon companies
178 holdings
178 holdings
  • 1.  GE Aerospace
    Nuclear weapons
    $2.7M
    0.14%
  • 2.  Airbus SE
    Nuclear weapons
    $2.28M
    0.12%
  • 3.  RTX Corp
    Nuclear weapons
    $2.07M
    0.11%
  • 4.  Eaton Corp PLC
    Nuclear weapons
    $1.95M
    0.1%
  • 5.  Honeywell International Inc
    Nuclear weapons
    $1.91M
    0.1%
See all
  For each weapons category, we show the fund's exposure. When calculating a portfolio's percent exposure to a list of companies, we only consider long investments, ignoring any shorts or liabilities.
Civilian firearm manufacturers and retailers

We also track investments in civilian firearm manufacturers and retailers raking in billions in handgun, assault rifle, and ammunition sales. Gun Free Funds is made for people looking to align their investments with their values by moving money out of companies that make and sell guns.

State Street Target Retirement 2050 Fund earns a D grade for investments in military weapons
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Financial performance
Performance data provided byMorningstarFind more financial data on SSDLX at Morningstar.com
Current fund
SSDLX
State Street Target Retirement 2050 Fund
Family
State Street
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: 5/31/24
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 
-5.76% less in annualized returns
Less invested in military weapons 
0.57% less invested
Less invested in major military contractors 
0.57% less invested
Less invested in manufacturers/servicers of nuclear weapons 
0.63% less invested
Less invested in manufacturers of controversial weapons 
0.37% less invested
Current fund
SSDLX
State Street Target Retirement 2050 Fund
Family
State Street
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: 5/31/24
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 
-5.76% less in annualized returns
Less invested in military weapons 
0.57% less invested
Less invested in major military contractors 
0.57% less invested
Less invested in manufacturers/servicers of nuclear weapons 
0.63% less invested
Less invested in manufacturers of controversial weapons 
0.37% less invested
Current fund
SSDLX
State Street Target Retirement 2050 Fund
Family
State Street
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: 5/31/24
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 
-5.76% less in annualized returns
Less invested in military weapons 
0.57% less invested
Less invested in major military contractors 
0.57% less invested
Less invested in manufacturers/servicers of nuclear weapons 
0.63% less invested
Less invested in manufacturers of controversial weapons 
0.37% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Military weapon weight
This fund
SSDLX - State Street Target Retirement 2050 Fund
19%
2.51%
10%
/
2.51% 
Benchmark
IVV - iShares Core S&P 500 ETF
28%
9.54%
16%
13%
3.09% 
Fund compared to benchmark
 
-8.68%
-7.02%
-5.76%
/
0.57%  lower
Find more financial data on SSDLX at Morningstar.com
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