SVSPX : State Street S&P 500 Index Fund Class N

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

SVSPX

State Street S&P 500 Index Fund Class N

FI Score

79 /100

Expense Ratio Rating

9 /10

Expense Rating

8 /10

Market Score

6 /10

Category Score

10 /10

Market Size

6 /10

79% FI Score
  • svspx
  • Mutual Fund
  • US Stocks
  • Large Blend

State Street S&P 500 Index Fund Class N

Expenses: 0.16% (Better than 1% of similar funds)

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

Fund Summary

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

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

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