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State Street Mutual Funds List

Here you can find all mutual funds issued by State Street and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.


Issuer is State Street
Symbol
Full Name
Category
Inception
Expense Ratio
YTD Return
10Y Return (Annualized)
Dividend Yield

Risk / Return Rank

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
Elfun International Equity FundForeign Large Cap EquitiesJan 4, 19880.37%
-5.04%
7.78%
12.03%
18
Elfun Income FundIntermediate Core-Plus BondDec 31, 19840.29%
-0.66%
1.43%
3.49%
44
Elfun Diversified FundDiversified PortfolioJan 3, 19880.33%
-3.14%
7.91%
8.02%
69
Elfun TrustsLarge Cap Growth EquitiesMay 27, 19350.18%
-9.40%
14.84%
10.89%
34
Elfun Tax Exempt Income FundMunicipal BondsJan 1, 19800.21%
-0.77%
1.37%
3.70%
36
State Street Institutional Small-Cap Equity FundSmall Cap Blend EquitiesAug 3, 19980.75%
-3.53%
8.69%
18.23%
11
State Street Aggregate Bond Index PortfolioIntermediate Core BondSep 19, 20140.02%
-0.18%
27.88%
4.08%
59
State Street International Stock Selection FundForeign Large Cap EquitiesMar 6, 19951.00%
0.21%
7.60%
0.00%
69
State Street U.S. Core Equity FundLarge Cap Blend EquitiesDec 31, 19790.16%
-8.81%
13.18%
39
State Street Income FundIntermediate Core-Plus BondJan 2, 19800.20%
-0.61%
3.66%
44
State Street Target Retirement 2025 FundTarget Retirement DateSep 29, 20140.13%
-0.79%
7.40%
6.12%
80
State Street Target Retirement 2030 FundTarget Retirement DateSep 29, 20140.15%
-2.15%
8.20%
7.06%
73
State Street Target Retirement 2035 FundTarget Retirement DateSep 29, 20140.19%
-2.91%
8.69%
7.13%
68
State Street Target Retirement 2040 FundTarget Retirement DateSep 29, 20140.20%
-3.19%
9.12%
7.45%
68
State Street Target Retirement 2045 FundTarget Retirement DateSep 29, 20140.18%
-3.38%
9.58%
6.90%
67
State Street Target Retirement 2050 FundTarget Retirement DateSep 29, 20140.21%
-3.49%
9.75%
6.27%
66
State Street Target Retirement 2055 FundTarget Retirement DateSep 29, 20140.21%
-3.62%
9.83%
5.03%
66
State Street Target Retirement 2060 FundTarget Retirement DateSep 29, 20140.18%
-3.64%
10.10%
4.65%
66
State Street Equity 500 Index II PortfolioLarge Cap Blend EquitiesAug 11, 20140.02%
-7.05%
13.66%
1.49%
44
State Street Aggregate Bond Index FundIntermediate Core BondSep 19, 20140.23%
-0.18%
-19.37%
4.03%
58

Rows per page

1–20 of 33

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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