SSCJX
ActiveMin. $1MState Street Target Retirement 2035 Fund
Category: Balanced (1,430 funds)
Expense Ratio
0.29%
Annual Cost per $10K
$29.00
30-Year Fee Drag per $10K
$5,952
at 7% annual return
Fund Type
Mutual Fund
Active · Min: $1M
Trailing 12-Month
+16.01%
Asset Allocation
US Equity
56%Intl Equity
1%US Bond
23%Intl Bond
1%Cash
19%Fee Comparison
SSCJX
0.29%Balanced average
0.85%Balanced cheapest
0.00%Index benchmark
0.03%66% cheaper than category average
Historical Returns
Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly
+54.65%3Y
Compare to
Fee Impact Calculator
$
%
SSCJX at 0.29%$350,852
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$29,761
Cost vs index fund−$26,573
Similar Funds (100)
Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025
| Ticker | Name | ER |
|---|---|---|
| SSCJX | State Street Target Retirement 2035 Fund | 0.29% |
| CAIBX | Capital Income Builder | 0.58% |
| SSCKX | State Street Target Retirement 2035 Fund | 0.09% |
| VWENX | VANGUARD WELLINGTON FUND | 0.17% |
| ABALX | American Balanced Fund | 0.58% |
| SSDEX | State Street Target Retirement 2045 Fund | 0.09% |
| TRAIX | T. Rowe Price Capital Appreciation Fund | 0.58% |
| AADTX | American Funds 2025 Target Date Retirement Fund | 0.63% |
| SSTIX | State Street Total Return V.I.S. Fund | 0.67% |
| AAETX | American Funds 2030 Target Date Retirement Fund | 0.66% |
| VBIAX | VANGUARD BALANCED INDEX FUND | 0.07% |
| ACEIX | Invesco Equity and Income Fund | 0.76% |
| AACTX | American Funds 2020 Target Date Retirement Fund | 0.61% |
| ITCSX | VY(R) T. ROWE PRICE CAPITAL APPRECIATION PORTFOLIO | 0.65% |
| FISR | SPDR SSGA Fixed Income Sector Rotation ETF | 0.50% |
| EIVPX | Parametric Volatility Risk Premium - Defensive Fund$1M min | 0.47% |
| CIPAX | American Funds Conservative Growth and Income Portfolio | 0.88% |
| IBLLX | Transamerica Multi-Managed Balanced | 0.64% |
| CBFAX | American Funds Global Balanced Fund | 0.80% |
| AABTX | American Funds 2015 Target Date Retirement Fund | 0.61% |
| CBARX | Calvert Balanced Fund | 0.61% |
| IRGPX | Voya Retirement Aggressive Portfolio | 0.60% |
| SSDQX | State Street Target Retirement 2055 Fund | 0.09% |
| IRMGX | Voya Retirement Moderately Aggressive Portfolio | 0.59% |
| FIQWX | Fidelity Strategic Dividend and Income Fund | 0.56% |
| AAFTX | American Funds 2035 Target Date Retirement Fund | 0.67% |
| FTCFX | American Funds College 2033 Fund | 0.39% |
| JABLX | Janus Henderson Balanced Portfolio$1M min | 0.87% |
| KEAT | Keating Active ETF | 0.85% |
| DIVPX | MAI MANAGED VOLATILITY FUND | 1.47% |
| OAZBX | Oakmark Equity and Income Fund | 0.56% |
| FTAOX | American Funds College Enrollment Fund | 0.35% |
| TIBOX | Thornburg Investment Income Builder Fund | 0.84% |
| ESIFX | Eaton Vance Balanced Fund | 0.68% |
| FAFWX | American Funds Retirement Income Portfolio - Conservative | 1.27% |
| TQQQ | ProShares UltraPro QQQ | 0.84% |
| STFBX | State Farm Balanced Fund | 0.14% |
| PPIPX | T. Rowe Price Spectrum Conservative Allocation Fund | 0.56% |
| AAATX | American Funds 2010 Target Date Retirement Fund | 0.59% |
| KAGAX | Kensington Dynamic Allocation Fund | 1.67% |
| VALIX | VALUE LINE CAPITAL APPRECIATION FUND INC | 1.08% |
| FTFCX | American Funds College 2030 Fund | 0.35% |
| PGEBX | George Putnam Balanced Fund | 0.91% |
| MERFX | The Merger Fund | 1.56% |
| MSFKX | MFS Total Return Fund | 0.40% |
| IASTX | Macquarie Asset Strategy Fund | 0.72% |
| HADAX | HARTFORD BALANCED HLS FUND | 0.66% |
| CPPAX | American Funds Preservation Portfolio | 0.87% |
| IWM | iShares Russell 2000 ETF | 0.19% |
| GITTX | GuidePath Conservative Allocation Fund | 0.35% |
| AABCX | Putnam Dynamic Asset Allocation Balanced Fund | 0.71% |
| VTTHX | VANGUARD TARGET RETIREMENT 2035 FUND | 0.08% |
| NBGDX | Columbia Capital Allocation Moderate Aggressive Portfolio | 0.74% |
| PFLD | AAM Low Duration Preferred and Income Securities ETF | 0.45% |
| VMAIX | Venerable Moderate Allocation Fund | 0.89% |
| MACBX | MFS Conservative Allocation Fund | 0.83% |
| FFCTX | American Funds College 2027 Fund | 0.33% |
| QCSCIX | College Retirement Equities Fund - Social Choice Account | — |
| SOXL | Direxion Daily Semiconductor Bull 3X Shares | 0.75% |
| JBAWX | Balanced Fund | 0.62% |
| HTUS | HULL TACTICAL US ETF | 0.96% |
| MAMAX | MFS Moderate Allocation Fund | 0.56% |
| eldfx | ELFUN DIVERSIFIED FUND | 0.33% |
| IUAAX | VY(R) INVESCO EQUITY AND INCOME PORTFOLIO | 1.14% |
| SBACX | Touchstone Strategic Trust-Touchstone Balanced Fund | 0.99% |
| WFAIX | Allspring Index Asset Allocation Fund | 0.90% |
| VTHRX | VANGUARD TARGET RETIREMENT 2030 FUND | 0.08% |
| VFORX | VANGUARD TARGET RETIREMENT 2040 FUND | 0.08% |
| SSIAX | 1919 Socially Responsive Balanced Fund | 0.95% |
| RBAIX | T. Rowe Price Balanced Fund, Inc. | 0.47% |
| QAI | NYLI Hedge Multi-Strategy Tracker ETF | 0.91% |
| GARUX | Goldman Sachs Absolute Return Tracker Fund | 0.73% |
| OCIO | ClearShares OCIO ETF | 0.65% |
| PCBKX | Victory Pioneer Balanced Fund | 0.63% |
| LCR | Leuthold Core ETF | 0.84% |
| TASHX | Transamerica Multi-Asset Income | 0.99% |
| TBLTX | Transamerica Balanced II | 0.62% |
| DGIBX | DGI BALANCED FUND | 1.45% |
| WAVLX | WAVELENGTH FUND | 1.26% |
| HCKFX | THE HARTFORD CHECKS AND BALANCES FUND | 0.58% |
| LCORX | Leuthold Core Investment Fund | 1.43% |
| JEPI | JPMorgan Equity Premium Income ETF | 0.35% |
| JAFRX | Capital Appreciation Value Trust | 0.88% |
| FBAKX | Fidelity Balanced Fund | 0.46% |
| DOXBX | Dodge & Cox Balanced Fund | 0.43% |
| MMDAX | Madison Moderate Allocation Fund | 1.00% |
| VLAAX | VALUE LINE ASSET ALLOCATION FUND INC | 1.06% |
| FPUKX | Fidelity Puritan Fund | 0.47% |
| MAPOX | Mairs & Power Balanced Fund | 0.71% |
| OSTVX | Osterweis Growth & Income Fund | 0.91% |
| POCAX | Aristotle Portfolio Optimization Moderate Fund | 1.12% |
| PUDQX | PGIM Real Assets Fund | 0.85% |
| TCIIX | Nuveen Lifecycle 2035 Fund | 0.56% |
| GAL | SPDR SSGA Global Allocation ETF | 0.35% |
| CTAKX | American Funds College 2036 Fund | 0.43% |
| HBLFX | THE HARTFORD BALANCED INCOME FUND | 0.56% |
| TLPRX | Nuveen Lifecycle Index 2040 Fund | 0.25% |
| CPAEX | Counterpoint Tactical Equity Fund | 2.03% |
| IBARX | Macquarie Balanced Fund | 0.65% |
| UPRO | ProShares UltraPro S&P500 | 0.91% |
| TPPAX | T. Rowe Price Spectrum Moderate Allocation Fund | 0.62% |
Analyze Your Full Portfolio
See your blended expense ratio, aggregate asset allocation, and total fee drag across all your holdings.
Get Started Free