Nasdaq - Delayed Quote USD

State Street S&P 500 Index N (SVSPX)

264.47
-1.33
(-0.50%)
At close: 8:02:03 PM EST

Investment Information

Min Initial Investment
10,000
Min Initial Investment, IRA
2.5
Min Initial Investment, AIP
100
Min Subsequent Investment
10,000
Min Subsequent Investment, IRA
1
Min Subsequent Investment, AIP
1

Broker Availability

  • Cetera Advisors LLC
  • Cetera Advisor Networks LLC
  • UBS Financial Services Inc
  • Protected Investors of America
  • E TRADE Financial
  • H&R Block Financial Advisors Inc
  • Mid Atlantic Capital Corp
  • Morgan Stanley - Brokerage Accounts
  • Pershing FundCenter
  • Schwab Institutional
  • EP Fee Small
  • Shareholders Services Group
  • JPMorgan
  • Vanguard
  • T. Rowe Price
  • TD Ameritrade Trust Company
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 10.24.2024
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • DATALynx
  • Ameriprise Brokerage
  • Federated TrustConnect
  • Cetera Advisors LLC- PAM, PRIME, Premier
  • Cetera Advisor Networks LLC- PAM, PRIME, Premier
  • RBC Wealth Management-Advisory Eligible
  • Mony Securities Corp
  • SunAmerica Securities Premier / Pinnacle
  • ETrade No Load NTF
  • ETrade No Load Fee
  • SunGard Transaction Network
  • Royal Alliance
  • Raymond James
  • Bear Stearns No-Load Transaction Fee
  • Commonwealth Universe
  • Robert W. Baird & Co.
  • HSBC Brokerage (USA) Inc
  • JPMorgan INVEST
  • WFA MF Advisory Updated 6.1.22
  • RBC Wealth Management-Network Eligible
  • DailyAccess Corporation RTC
  • DailyAccess Corporation FRIAG
  • Sterne, Agee & Leach, Inc.,
  • EP Fee Large
  • CitiStreet Framewor(k)
  • JPMorgan INVEST NTF
  • ING Financial Ptnrs PAM and PRIME Approv
  • Firstrade NTF
  • Scottrade TF
  • Standard Retirement Services, Inc.
  • Thrivent – Advisory Eligible
  • Morgan Stanley Consulting Group Advisor
  • Matrix Financial Solutions
  • Trade PMR Transaction Fee
  • DWS Retirement Sevs Investment Offerings
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Nationwide Retirement Clear Adva
  • ING Financial Advisers - SAS Funds
  • Met Life Resources MFSP Alliance List
  • ADP Access
  • Mid Atlantic Capital Group
  • HD Vest - Vest Advisor
  • Securities America Advisors
  • Bear Stearns
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NTF
  • JP MORGAN LOAD
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • MSWM Brokerage
  • WFA Fdntl Choice/PIM Updated 6.1.22
  • ADP Access Open Fund Architecture
  • DailyAccess Corporation Mid-Atlantic
  • RBC Wealth Management-Wrap Eligible
  • Waddell & Reed Choice MAP Flex
  • E-Plan Services, Inc.
  • H Beck Inc.
  • ING Financial Partners Inc.
  • Securities America Inc.
  • Zhejiang Akcome New Energy Technology Co Ltd
  • Vanguard TF
  • Morgan Stanley Portfolio Management
  • DailyAccess Corporation Matrix
  • DailyAccess Corporation MATC
  • Cetera Financial Specialists LLC- Premier
  • LPL SWM - 10.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - November 2024
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

The adviser uses an index tracking management strategy designed to track the performance of the S&P 500® Index ("S&P 500" or "index"). 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.

Fund Overview

Category Large Blend
Fund Family State Street Global Advisors
Net Assets 1.53B
YTD Return 24.82%
Yield 1.16%
Morningstar Rating
Inception Date Dec 30, 1992

Performance & Risk

YTD Return 3.80%
5y Average Return 14.82%
Rank in Category (ytd) 27
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

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