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Nasdaq - Delayed Quote USD

State Street Balanced Index K (SSBIX)

12.61
-0.06
(-0.47%)
At close: 8:02:14 PM EDT

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
1

Broker Availability

  • ADP Access Open Fund Architecture
  • Pershing Retirement Plan Network
  • Mid Atlantic Clearing and Settlement

Fund Summary

The fund employs an indexing investment approach designed to track the performance of two benchmark indexes in a 60%/40% split between equity and fixed-income. The equity index is a member of the Dow Jones Total Stock Market Indices family, which is designed to measure all U.S. equity issues with readily available prices, over the long term. The fixed index measures the performance of the U.S. dollar denominated investment grade fixed-rate taxable bond market, over the long term.

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family SSGA
Net Assets 547.01M
YTD Return -1.80%
Yield 0.52%
Morningstar Rating --
Inception Date Oct 27, 2023

Performance & Risk

YTD Return -1.87%
5y Average Return 0.00%
Rank in Category (ytd) 77
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

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