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.
- 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
5 results
| 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 Fund | Foreign Large Cap Equities | Jan 4, 1988 | 0.37% | 12.24% | 9.06% | 10.18% | 43 | ||||||||
| State Street International Stock Selection Fund | Foreign Large Cap Equities | Mar 6, 1995 | 1.00% | 14.25% | 8.61% | 0.00% | 59 | ||||||||
| State Street Global All Cap Equity ex-U.S. Index F... | Foreign Large Cap Equities | Sep 17, 2014 | 0.27% | 12.75% | 9.21% | 3.85% | 72 | ||||||||
| State Street Global All Cap Equity ex-U.S.Index Po... | Foreign Large Cap Equities | Sep 17, 2014 | 0.05% | 12.83% | 37.71% | 2.95% | 73 | ||||||||
| State Street Hedged International Developed Equity... | Foreign Large Cap Equities | May 29, 2015 | 0.20% | 14.70% | 12.45% | 3.14% | 86 |
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.
Loading charts...
5 Years
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.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| State Street Hedged International Developed Equity... | 86 | — | May 2015 | |
| State Street Target Retirement Fund | 86 | — | Sep 2014 | |
| State Street Target Retirement 2025 Fund | 82 | — | Sep 2014 | |
| Elfun Tax Exempt Income Fund | 79 | — | Jan 1980 | |
| 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.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| State Street Hedged International Developed Equity... | 14.07% | — | May 2015 | |
| State Street Equity 500 Index Fund Class K | 12.65% | — | Sep 2014 | |
| State Street Equity 500 Index II Portfolio | 12.61% | — | Aug 2014 | |
| State Street S&P 500 Index Fund Class N | 12.57% | — | Dec 1992 | |
| 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.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | |
| State Street Equity 500 Index II Portfolio | 0.02% | — | Aug 2014 | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | |
| State Street Small/Mid Cap Equity Index Fund | 0.05% | — | 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.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| State Street Institutional Small-Cap Equity Fund | 15.39% | — | Aug 1998 | |
| State Street U.S. Core Equity Fund | 11.28% | — | Dec 1979 | |
| Elfun International Equity Fund | 10.18% | — | Jan 1988 | |
| Elfun Trusts | 9.36% | — | May 1935 | |
| State Street S&P 500 Index Fund Class N | 7.60% | — | 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.
SSGVX vs. RERGXSSGVX vs. SSKEXSSGVX vs. MDIJXSSGVX vs. SWPPXSSGVX vs. BTMKXSSGJX vs. VXUSSSGJX vs. SCHGSSGJX vs. SCHDSSGJX vs. FITLXSSGJX vs. SCHFSSHQX vs. ARTKXSSHQX vs. RERCXSSHQX vs. REREXSSHQX vs. FSPSXSSHQX vs. FNDEEGLBX vs. ELFNXEGLBX vs. VXUSEGLBX vs. SSBWXEGLBX vs. IVFIXEGLBX vs. ELFTXSSAIX vs. SSMGXSSAIX vs. VOOSSAIX vs. SCHFSSAIX vs. RERGXSSAIX vs. TPLGX