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Nasdaq - Delayed Quote USD

State Street Equity 500 Index Fund (STBIX)

425.10
+6.17
+(1.47%)
At close: May 2 at 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

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  • Zhejiang Akcome New Energy Technology Co Ltd
  • Vanguard TF
  • DailyAccess Corporation Matrix
  • DailyAccess Corporation MATC
  • Pershing Retirement Plan Network
  • Mid Atlantic Clearing and Settlement

Fund Summary

The fund uses a passive management strategy designed to track the performance of the S&P 500. The index is a well-known stock market index that includes common stocks of 500 companies from a number of sectors and that measures the performance of the large-cap sector of the U.S. equities market. The advisor generally intends to invest in all stocks comprising the S&P 500 in approximate proportion to their weightings in the index.

Fund Overview

Category Large Blend
Fund Family State Street Global Advisors
Net Assets 8.71B
YTD Return -4.35%
Yield 1.43%
Morningstar Rating
Inception Date Mar 10, 2003

Performance & Risk

YTD Return -4.42%
5y Average Return 16.04%
Rank in Category (ytd) 51
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

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