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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
State Street Aggregate Bond Index Fund Class KTotal Bond Market0.03%
0.03%
-19.26%
4.03%
46
State Street Target Retirement FundTarget Retirement DateSep 29, 20140.10%
0.53%
5.51%
4.84%
86
State Street Global All Cap Equity ex-U.S. Index F...Foreign Large Cap EquitiesSep 17, 20140.27%
1.26%
-13.69%
4.29%
86
State Street Global All Cap Equity ex-U.S. Index F...Global EquitiesSep 17, 20140.07%
1.29%
8.79%
4.36%
84
State Street Global All Cap Equity ex-U.S.Index Po...Foreign Large Cap EquitiesSep 17, 20140.05%
1.29%
37.01%
3.29%
87
State Street Hedged International Developed Equity...Foreign Large Cap EquitiesMay 29, 20150.20%
2.41%
-11.24%
3.52%
73
State Street Emerging Markets Equity Index FundEmerging Markets DiversifiedDec 17, 20150.17%
2.70%
7.96%
2.78%
88
State Street Small/Mid Cap Equity Index PortfolioMid Cap Growth EquitiesAug 11, 20150.02%
-1.18%
10.75%
7.21%
51
State Street Small/Mid Cap Equity Index FundMid Cap Blend EquitiesAug 12, 20150.05%
-1.19%
11.29%
5.16%
51
State Street Equity 500 Index Fund Class KLarge Cap Blend EquitiesSep 17, 20140.02%
-3.65%
14.10%
1.50%
50
State Street Equity 500 Index FundLarge Cap Blend EquitiesApr 18, 20010.17%
-4.37%
-9.57%
1.35%
53
State Street Institutional U.S. Equity FundLarge Cap Blend EquitiesNov 25, 19970.37%
-6.02%
14.40%
8.07%
45
State Street S&P 500 Index Fund Class NLarge Cap Blend EquitiesDec 30, 19920.16%
-4.37%
13.92%
8.68%
43

Rows per page

21–33 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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