State Street Target Retirement 2050 Fund
Fund offered by:
State Street Global Advisors
Ticker: SSDLX
Deforestation grade: Fund is invested in deforestation-risk agricultural commodity producer/traders, above the threshold of 0.5% and below 1.5%. Assigned a grade of D.
How we track deforestation-risk investments
D
10.05%
INVESTED IN DEFORESTATION-RISK COMPANIES
producers
AGRIBUSINESS
deforestation-risk producers and traders of palm oil, paper/pulp, rubber, timber, cattle, and soy
banks
BANKS AND LENDERS
that finance deforestation-risk agribusiness producers via lending and underwriting
consumers
MAJOR CONSUMER BRANDS
that use deforestation-risk agribusiness commodities in products
247
holdings flagged
10%
of assets flagged
This fund contains
 $89.62 MILLION invested 
in holdings flagged for deforestation risk
Take action
producers
Commodity producers
73 holdings
0.53% of assets
$4.76 MILLION invested
banks
Banks and lenders
35 holdings
2.21% of assets
$19.72 MILLION invested
consumers
Major consumer brands
158 holdings
7.52% of assets
$67.06 MILLION invested
Commodity producers
Commodity producers
73 HOLDINGS
Companies that produce and trade palm oil, paper/pulp, rubber, timber, cattle, and soy, and have a past record or a significant risk of contributing to deforestation, land grabbing, and human rights abuses. Investing in any of these companies assigns a fund a grade of C if total producer exposure is below the threshold of 0.5%; a grade of D if below 1.5%; and a grade of F if above 1.5%.
73 HOLDINGS
  • % of portfolio
    $ invested
  • 1. Glencore PLC
    Soy producerPalm oil producer
    0.05%0.05% of portfolio
    $458,121$458,121 invested
    Soy producerPalm oil producer
  • 2. Mitsubishi Corp
    Palm oil producer
    0.04%0.04% of portfolio
    $382,848$382,848 invested
    Palm oil producer
  • 3. ITOCHU Corp
    Timber producerRubber producerPaper/pulp producerPalm oil producer
    0.04%0.04% of portfolio
    $357,043$357,043 invested
    Timber producerRubber producerPaper/pulp producerPalm oil producer
  • 4. Archer-Daniels Midland Co
    Soy producerPalm oil producer
    0.03%0.03% of portfolio
    $288,495$288,495 invested
    Soy producerPalm oil producer
  • 5. Neste Corp
    Soy producerPalm oil producer
    0.03%0.03% of portfolio
    $233,240$233,240 invested
    Soy producerPalm oil producer
View next 5
Banks and lenders
Banks and lenders
35 HOLDINGS
Financial institutions directly and indirectly involved in underwriting and lending to deforestation-risk producers and traders. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
35 HOLDINGS
  • % of portfolio
    $ invested
  • 1. JPMorgan Chase & Co
    0.47%0.47% of portfolio
    $4.23M$4.23M invested
  • 2. Bank of America Corp
    0.31%0.31% of portfolio
    $2.72M$2.72M invested
  • 3. Commonwealth Bank of Australia
    0.14%0.14% of portfolio
    $1.28M$1.28M invested
  • 4. Citigroup Inc
    0.14%0.14% of portfolio
    $1.22M$1.22M invested
  • 5. Morgan Stanley
    0.14%0.14% of portfolio
    $1.22M$1.22M invested
View next 5
Major consumer brands
Major consumer brands
158 HOLDINGS
Consumer goods retailers that source palm oil, paper/pulp, rubber, timber, cattle, and soy from deforestation-risk producers and traders and sell it to consumers worldwide. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
158 HOLDINGS
  • % of portfolio
    $ invested
  • 1. Amazon.com Inc
    Soy major consumer brandCattle major consumer brandTimber major consumer brandRubber major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    1.38%1.38% of portfolio
    $12.35M$12.35M invested
    Soy major consumer brandCattle major consumer brandTimber major consumer brandRubber major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
  • 2. Johnson & Johnson
    Paper/pulp major consumer brandPalm oil major consumer brand
    0.41%0.41% of portfolio
    $3.68M$3.68M invested
    Paper/pulp major consumer brandPalm oil major consumer brand
  • 3. Nestle SA
    Soy major consumer brandCattle major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    0.38%0.38% of portfolio
    $3.39M$3.39M invested
    Soy major consumer brandCattle major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
  • 4. The Home Depot Inc
    Cattle major consumer brandTimber major consumer brandRubber major consumer brandPaper/pulp major consumer brand
    0.34%0.34% of portfolio
    $3.02M$3.02M invested
    Cattle major consumer brandTimber major consumer brandRubber major consumer brandPaper/pulp major consumer brand
  • 5. Procter & Gamble Co
    Paper/pulp major consumer brandPalm oil major consumer brand
    0.33%0.33% of portfolio
    $2.94M$2.94M invested
    Paper/pulp major consumer brandPalm oil major consumer brand
View next 5
View more info
DATA AS OF 8/31/21
Financial performance
Performance data provided byMorningstarFind more financial data on SSDLX at Morningstar.com
Current fund
SSDLX
State Street Target Retirement 2050 Fund
Family
State Street Global Advisors
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 5-yr returns 
-4.32% less in annualized returns
More invested in commodity producers 
0.27% more invested
Less invested in banks and lenders 
0.73% less invested
Less invested in major consumer brands 
5.89% less invested
Current fund
SSDLX
State Street Target Retirement 2050 Fund
Family
State Street Global Advisors
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 5-yr returns 
-4.32% less in annualized returns
More invested in commodity producers 
0.27% more invested
Less invested in banks and lenders 
0.73% less invested
Less invested in major consumer brands 
5.89% less invested
Current fund
SSDLX
State Street Target Retirement 2050 Fund
Family
State Street Global Advisors
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 5-yr returns 
-4.32% less in annualized returns
More invested in commodity producers 
0.27% more invested
Less invested in banks and lenders 
0.73% less invested
Less invested in major consumer brands 
5.89% less invested
Month-end trailing returns  
Annualized returns
Deforestation analysis
1-yr
3-yr
5-yr
10-yr
Commodity producers
This fund
SSDLX - State Street Target Retirement 2050 Fund
33%
18%
15%
/
0.53% 
Benchmark
IVV - iShares Core S&P 500 ETF
43%
21%
19%
16%
0.26% 
Fund compared to benchmark
 
-9.43%
-3.65%
-4.32%
/
0.27%  higher
Find more financial data on SSDLX at Morningstar.com
Take Action
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