SSSWX : State Street Equity 500 Index Fund Class I

SSSWX is a US Stocks Market Large Blend index fund with LOW fees.

SSSWX

State Street Equity 500 Index Fund Class I

FI Score

82 /100

Expense Ratio Rating

10 /10

Expense Rating

10 /10

Market Score

6 /10

Category Score

10 /10

Market Size

6 /10

82% FI Score
  • ssswx
  • Mutual Fund
  • US Stocks
  • Large Blend

State Street Equity 500 Index Fund Class I

Expenses: 0.05% (Better than 1% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks to replicate as closely as possible, before expenses, the performance of the Standard & Poor's 500 Index. 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.

Largest Holdings

Amount Holding
5.39% Microsoft Corp
5.12% Apple Inc
3.92% Amazon.com Inc
2.09% Facebook Inc A
1.66% Alphabet Inc A
1.64% Alphabet Inc Class C
1.51% Johnson & Johnson
1.40% Berkshire Hathaway Inc Class B
1.35% E-mini S&P 500 Futures June20
1.29% Visa Inc Class A
1.17% JPMorgan Chase & Co
1.11% Procter & Gamble Co
1.11% UnitedHealth Group Inc
1.05% Intel Corp
1.05% The Home Depot Inc
1.03% Mastercard Inc A
0.91% Verizon Communications Inc
0.87% AT&T Inc
0.84% NVIDIA Corp
0.82% Pfizer Inc
0.81% The Walt Disney Co
0.79% Merck & Co Inc
0.78% Cisco Systems Inc
0.75% Bank of America Corp
0.74% Exxon Mobil Corp

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs up duo