Nasdaq - Delayed Quote
USD
State Street US Core Equity Fund (SSAQX)
81.38
+2.00
(+2.52%)
As of 8:07:36 AM EST. Market Open.
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
- --
Broker Availability
- Morgan Stanley - Brokerage Accounts
- (Junk)CommonWealth PPS
- Raymond James
- Commonwealth Universe
- RBC Wealth Management-Network Eligible
- DailyAccess Corporation RTC
- Morgan Stanley Consulting Group Advisor
- Mid Atlantic Capital Group
- MSWM Brokerage
- H Beck Inc.
- Morgan Stanley Portfolio Management
- DailyAccess Corporation Matrix
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
Fund Summary
Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of U.S. companies, such as common and preferred stocks. It also may invest up to 15% of its net assets (plus any borrowings for investment purposes) in foreign securities and up to 20% of its net assets (plus any borrowings for investment purposes) in debt securities.
Fund Overview
| Category | Large Blend |
| Fund Family | State Street Investment Management |
| Net Assets | 4.1B |
| YTD Return | 8.82% |
| Yield | 0.93% |
| Morningstar Rating | |
| Inception Date | Jan 02, 1980 |
Performance & Risk
| YTD Return | 5.74% |
| 5y Average Return | 10.40% |
| Rank in Category (ytd) | 74 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.97 |
| Morningstar Risk Rating |
