Building an Efficient Wealth Accumulation Foundation

Unlike other managers, State Street starts early savers off with a 90% equity, 10% fixed income portfolio to balance growth with defense against market volatility. Within this mix, State Street also offers a strategic overweight to US small/mid-cap stocks with the objective of increasing expected returns.

  •   US Large-Cap Equity
  •   US Small/Mid-Cap Equity
  •   International Equity
  •   US Gov't Bonds

State Street 2065 Fund