Aggressive Strategic Balanced Strategy

Investment Objective

Investment Objective

The Strategy seeks an investment return that approximates as closely as practicable, before expenses, the performance of its custom benchmark index (the "Index") over the long term.

BENCHMARK: Composite: 38% S&P 500® Index, 25% MSCI ACWI ex USA IMI Index, 13% Real Asset Custom Blended Index, 12% Russell Small Cap Completeness® Index, 8% Bloomberg Barclays U.S. Aggregate Bond Index, 4% Bloomberg Barclays U.S. High Yield Very Liquid Index

Investment Strategy

Investment Strategy

The Strategy seeks to offer allocations to developed and emerging market equities and U.S. aggregate and high yield bonds, along with a disciplined rebalancing process, by investing approximately 50% of the Strategy's assets in U.S. stocks, 25% in global stocks, 12% in U.S. bonds, and 13% in real assets.

SSGA allocates the Strategy's assets among the asset classes represented in the Strategy's Index, rebalancing the Strategy's exposures monthly.

SSGA implements the Strategy's asset allocations through investments in indexed investment vehicles, which attempt to approximate the returns of a specific index or group of indices. These vehicles will typically include investment pools (which may, but will not necessarily, be registered under the U.S. Investment Company Act of 1940, as amended) managed or sponsored by SSGA or an affiliate.

The Strategy, or any of the investment pools in which it invests, may hold a portion of its assets in cash and cash instruments, including short-term investment vehicles managed by SSGA or an affiliate. SSGA will not normally enter into foreign currency exchange transactions for the Strategy.

The Strategy's return may not match the return of its Index.


The S&P 500® Index is a product of S&P Dow Jones Indices LLC ("SPDJI"), and has been licensed for use by SSGA. Standard & Poor's® and S&P® are registered trademarks of Standard & Poor's Financial Services LLC ("S&P"); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC ("Dow Jones"). SSGA's investment products are not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of the S&P 500® Index.  Source: Bloomberg Barclays Indices. ©2019 Bloomberg Finance L.P. and its affiliates. Used with permission.  The MSCI EAFE Index is a trademark of MSCI Inc.  Frank Russell Company is the source and owner of the trademarks, service marks and copyrights related to the Russell Indexes. Russell Small Cap Completeness® Index is a trademark of Frank Russell Company.

There are risks involved with investing, including possible loss of principal. You should refer to the Strategy's Disclosure Document (SDD) for a complete description of the risks of investing in the Strategy. Please contact SSGA's relationship management team for a copy of the SDD.