A Focus on Wealth Accumulation within Equities

While many managers keep equity sub-asset allocations static, State Street adjusts the US equity ratios in pursuit of an optimal growth-to-defense balance at each savings stage.

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  •   US Large-Cap Stocks
  •   US Small/Mid-Cap Stocks

US Equities Portfolio Over Time

US Equity Market
2050
Slide to compare State Street Target Retirement Fund vintages