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State Street Mutual Funds List

Documentation

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.

Number of Funds
33
Avg. Expense Ratio
0.21%
Avg. 1 Year Return
16.59%
Avg. 5 Year Return
6.93%
Median Risk/Return Score
63 / 100
State Street Mutual Funds List

17 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldRisk / Return RankMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
EGLBX
Elfun International Equity FundForeign Large Cap EquitiesJan 4, 19880.37%
12.24%
9.06%
10.18%
43
ELFNX
Elfun TrustsLarge Cap Growth EquitiesMay 27, 19350.18%
5.44%
15.91%
9.36%
27
SIVIX
State Street Institutional Small-Cap Equity FundSmall Cap Blend EquitiesAug 3, 19980.75%
14.27%
9.52%
15.39%
30
SSAIX
State Street International Stock Selection FundForeign Large Cap EquitiesMar 6, 19951.00%
14.25%
8.61%
0.00%
59
SSAQX
State Street U.S. Core Equity FundLarge Cap Blend EquitiesDec 31, 19790.16%
6.53%
—11.28%
35
SSEYX
State Street Equity 500 Index II PortfolioLarge Cap Blend EquitiesAug 11, 20140.02%
9.35%
14.91%
1.27%
61
SSGJX
State Street Global All Cap Equity ex-U.S. Index F...Foreign Large Cap EquitiesSep 17, 20140.27%
12.75%
9.21%
3.85%
72
SSGLX
State Street Global All Cap Equity ex-U.S. Index F...Global EquitiesSep 17, 20140.07%
12.81%
9.34%
3.91%
72
SSGVX
State Street Global All Cap Equity ex-U.S.Index Po...Foreign Large Cap EquitiesSep 17, 20140.05%
12.83%
37.71%
2.95%
73
SSHQX
State Street Hedged International Developed Equity...Foreign Large Cap EquitiesMay 29, 20150.20%
14.70%
12.45%
3.14%
86
SSKEX
State Street Emerging Markets Equity Index FundEmerging Markets EquitiesDec 17, 20150.17%
17.04%
8.59%
2.44%
65
SSMHX
State Street Small/Mid Cap Equity Index PortfolioMid Cap Growth EquitiesAug 11, 20150.02%
13.90%
11.42%
6.25%
50
SSMKX
State Street Small/Mid Cap Equity Index FundMid Cap Blend EquitiesAug 12, 20150.05%
13.88%
11.95%
4.48%
50
SSSYX
State Street Equity 500 Index Fund Class KS&P 500, Large Cap Blend EquitiesSep 17, 20140.02%
9.34%
44.70%
1.32%
63
STFAX
State Street Equity 500 Index FundLarge Cap Blend EquitiesApr 18, 20010.17%
9.25%
14.76%
1.18%
57
SUSIX
State Street Institutional U.S. Equity FundLarge Cap Blend EquitiesNov 25, 19970.37%
6.48%
15.19%
7.12%
32
SVSPX
State Street S&P 500 Index Fund Class NLarge Cap Blend EquitiesDec 30, 19920.16%
9.27%
14.85%
7.60%
75

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Explore top State Street Mutual Fund Categories and Asset Classes

State Street Equity Mutual fundsState Street Multi-Asset Mutual fundsState Street Bond Mutual fundsState Street Target Retirement Date Mutual fundsState Street Large Cap Blend Equities Mutual fundsState Street Foreign Large Cap Equities Mutual fundsState Street Intermediate Core Bond Mutual fundsState Street Intermediate Core-Plus Bond Mutual funds

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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Best State Street Mutual funds by Risk/Return Score

The top State Street Mutual funds by PortfoliosLab Risk/Return Score are SSHQX (86) and SSFNX (86). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
SymbolNameRisk / Return RankAUMInception
SSHQX
State Street Hedged International Developed Equity...
86
—May 2015
SSFNX
State Street Target Retirement Fund
86
—Sep 2014
SSBRX
State Street Target Retirement 2025 Fund
82
—Sep 2014
ELFTX
Elfun Tax Exempt Income Fund
79
—Jan 1980
SVSPX
State Street S&P 500 Index Fund Class N
75
—Dec 1992

Best-Performing State Street Mutual funds Over 5 Years

The top State Street Mutual funds is SSHQX (14.07%). Across the lineup, State Street Mutual funds show an average 1-year return of 16.59% and an average 5-year return of 6.93%, providing a clearer view of performance across different investment horizons.
SymbolNameReturn 5YAUMInception
SSHQX
State Street Hedged International Developed Equity...
14.07%
—May 2015
SSSYX
State Street Equity 500 Index Fund Class K
12.65%
—Sep 2014
SSEYX
State Street Equity 500 Index II Portfolio
12.61%
—Aug 2014
SVSPX
State Street S&P 500 Index Fund Class N
12.57%
—Dec 1992
STFAX
State Street Equity 500 Index Fund
12.48%
—Apr 2001

Lowest-Cost State Street Mutual funds

The top State Street Mutual funds is SSMHX (0.02%). With an average expense ratio of 0.21%, State Street Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
SymbolNameExpense RatioAUMInception
SSMHX
State Street Small/Mid Cap Equity Index Portfolio0.02%—Aug 2015
SSEYX
State Street Equity 500 Index II Portfolio0.02%—Aug 2014
SSSYX
State Street Equity 500 Index Fund Class K0.02%—Sep 2014
SSAFX
State Street Aggregate Bond Index Portfolio0.02%—Sep 2014
SSMKX
State Street Small/Mid Cap Equity Index Fund0.05%—Aug 2015

Highest-Yield State Street Mutual funds

The top State Street Mutual funds is SIVIX (15.39%). Across the lineup, State Street Mutual funds show an average dividend yield of 5.23%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
SymbolNameDividend YieldAUMInception
SIVIX
State Street Institutional Small-Cap Equity Fund15.39%—Aug 1998
SSAQX
State Street U.S. Core Equity Fund11.28%—Dec 1979
EGLBX
Elfun International Equity Fund10.18%—Jan 1988
ELFNX
Elfun Trusts9.36%—May 1935
SVSPX
State Street S&P 500 Index Fund Class N7.60%—Dec 1992

Top Mutual funds Issuers

Fidelity · 974 Mutual fundsBlackRock · 354 Mutual fundsVanguard · 294 Mutual fundsT. Rowe Price · 225 Mutual fundsFranklin Templeton · 176 Mutual fundsAmerican Funds · 159 Mutual fundsJPMorgan · 127 Mutual fundsPIMCO · 127 Mutual fundsInvesco · 123 Mutual fundsMFS · 113 Mutual fundsDimensional · 107 Mutual fundsNuveen · 107 Mutual fundsJohn Hancock · 101 Mutual fundsVoya · 100 Mutual fundsColumbia · 98 Mutual fundsEaton Vance · 97 Mutual fundsAmerican Century · 89 Mutual fundsVictory · 87 Mutual fundsPGIM · 84 Mutual fundsGoldman Sachs · 78 Mutual fundsFederated · 74 Mutual fundsPrincipal · 71 Mutual fundsHartford · 70 Mutual fundsTIAA · 70 Mutual fundsJanus Henderson · 65 Mutual fundsCharles Schwab · 63 Mutual fundsVirtus · 62 Mutual fundsAllspring · 60 Mutual fundsProFunds · 58 Mutual fundsPutnam · 58 Mutual funds

Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.
SSSYX vs. SPYSSSYX vs. VOOSSSYX vs. RGAGXSSSYX vs. FXAIXSSSYX vs. VIMAXSVSPX vs. FXAIXSVSPX vs. VOOSVSPX vs. VTSAXSVSPX vs. SPYSVSPX vs. VIIIXSSEYX vs. VOOSSEYX vs. SPYSSEYX vs. MXVIXSSEYX vs. RWMGXSSEYX vs. SWPPXSSGVX vs. RERGXSSGVX vs. SSKEXSSGVX vs. MDIJXSSGVX vs. SWPPXSSGVX vs. BTMKXELFNX vs. STLGELFNX vs. VTAPXELFNX vs. QGROELFNX vs. NOSIXELFNX vs. MITTXSSGJX vs. VXUSSSGJX vs. SCHGSSGJX vs. SCHDSSGJX vs. FITLXSSGJX vs. SCHFSSHQX vs. ARTKXSSHQX vs. RERCXSSHQX vs. REREXSSHQX vs. FSPSXSSHQX vs. FNDESSAQX vs. FELCSSAQX vs. VOOSSAQX vs. VUGSSAQX vs. FDGFXSSAQX vs. FZROXSSMHX vs. SCHASSMHX vs. SPSMSSMHX vs. PRBLXSSMHX vs. FSMDXSSMHX vs. FSSNXSSMKX vs. VXFSSMKX vs. IWMSSMKX vs. VOSSMKX vs. VOOSSMKX vs. PREIX