Early Career
Building Efficient Wealth
Building an Efficient Wealth Accumulation Foundation
Unlike other managers, State Street starts early savers off with a 90% equity, 10% fixed income portfolio to balance growth with defense against market volatility. Within this mix, State Street also offers a strategic overweight to US small/mid-cap stocks with the objective of increasing expected returns.
- US Large-Cap Stocks
- US Small/Mid-Cap Stocks
- International Stocks
- US Gov't Bonds