A Focus on Wealth Accumulation within Equities

While many managers keep equity sub-asset allocations static, State Street adjusts the US equity ratios in pursuit of an optimal growth-to-defense balance at each savings stage.

  •   US Large-Cap Stocks
  •   US Small/Mid-Cap Stocks

US Equity Market: Historical Cap Weights

US Equity Market
Slide to compare State Street Target Retirement Fund vintages