Unlocking the value of diversification by leveraging more precisely selected asset classes.
Since inception, the average State Street target date fund has outperformed 85% of our peers1, while also experiencing lower volatility than 69% of the same peer group, due in large part to our broadly diversified set of underlying asset classes.2
Asset Classes | State Street Global Advisors | |
---|---|---|
Fixed Income | US High Yield | Bloomberg Barclays US HY Very Liquid Bond Index |
US Government | Barclays US Long Government Bond Index | |
Barclays US Intermediate Government Bond Index | ||
Core Aggregate | Bloomberg Barclays US Agg Bond Index | |
Cash or ST Government/Credit | Bloomberg Barclays US 1–3 Gov’t/Credit Bond Index | |
Inflation Protection | REITs | FTSE EPRA/NAREIT Developed Liquid Index |
Commodities | Bloomberg Roll Select Commodity Index℠ | |
TIPS | Bloomberg Barclays 1–10 Yr Gov’t Inflation-Linked Bond Index | |
Equities | US Large Cap | S&P 500® Index |
US Mid Cap | Russell Small Cap Completeness® Index |
|
US Small Cap | ||
International Developed | MSCI® ACWI® ex-US IMI Index℠ |
|
Emerging Markets | ||
International Small Cap |
The information contained above is for illustrative purposes only. Diversification does not ensure a profit or guarantee against loss. Please refer to the disclosure page for additional risk disclosures.
Beyond deep diversification, we express our commitment to delivering better retirement outcomes by offering:
Taking the Long View on Bonds
State Street believes strategic allocation to US government bonds plays a valuable role in the DC glidepath — delivering diversification and capital efficiency.
Taking Target Date Fund Strategies Further
Gain leading sponsors’ insights on how to uncover target date fund value through key enhancements.
Contact us to learn more about our target date fund approach, including developing customized glidepaths