Nasdaq - Delayed Quote
USD
State Street Equity 500 Index K (SSSYX)
566.78
-2.86
(-0.50%)
At close: November 2 at 5:40:08 PM EST
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. It is non-diversified.
State Street Equity 500 Index K
Boston, MA 2105
2 Lafayette Pl
Fund Overview
| Category | Large Blend |
| Fund Family | State Street Investment Management |
| Net Assets | 16.76B |
| YTD Return | 12.71% |
| Yield | 1.10% |
| Morningstar Rating | |
| Inception Date | Mar 10, 2003 |
Fund Operations
| Last Dividend | 6.31 |
| Last Cap Gain | 33.00 |
|---|---|
| Holdings Turnover | 2.00% |
| Average for Category | -- |
Fees & Expenses
| Expense | SSSYX | Category Average |
|---|---|---|
|
Annual Report Expense Ratio (net)
|
0.02% | 0.78% |
|
Prospectus Net Expense Ratio
|
0.02% | -- |
|
Prospectus Gross Expense Ratio
|
0.09% | -- |
|
Max 12b1 Fee
|
-- | -- |
|
Max Front End Sales Load
|
-- | -- |
|
Max Deferred Sales Load
|
-- | -- |
|
3 Yr Expense Projection
|
0 | -- |
|
5 Yr Expense Projection
|
0 | -- |
|
10 Yr Expense Projection
|
0 | -- |
Management Information
Karl A. Schneider, Lead Manager since December 31, 2002
Karl Schneider, CAIA, is a Vice President of SSGA and SSGA FM, and Head of U.S. Equity Strategies for GEBS, where in addition to overseeing the management of the U.S. equity index strategies, he also serves as a portfolio manager for a number of the group's passive equity portfolios. Previously within GEBS, he served as a portfolio manager and product specialist for synthetic beta strategies, including commodities, buy/write, and hedge fund replication. Prior to joining GEBS, Mr. Schneider worked as a portfolio manager in SSGA's Currency Management Group, managing both active currency selection and traditional passive hedging overlay portfolios. He joined SSGA in 1996. Mr. Schneider holds a BS in finance and investments from Babson College and an MS in finance from Boston College. He has earned the Chartered Alternative Investment Analyst designation. Mr. Schneider is a member of the CAIA Association.Morningstar Style Box
