| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
4
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
#38 in Large Blend
U.S. News evaluated 496 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 27.03 percent over the past year, 16.72 percent over the past three years, 5.31 percent over the past five years, and 7.44 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 15.3% |
| 1 Year | 27.0% |
| 3 Years (Annualized) | 16.7% |
| 5 Years (Annualized) | 5.3% |
| 10 Years (Annualized) | 7.4% |
Summary
The investment seeks to replicate as closely as possible, before expenses, the performance of the Standard & Poor's® 500 Index. Under normal market conditions, the fund will not invest less than 80% of its total assets in stocks in the index. It attempts to replicate the investment performance of the S&P 500 Index and generally intends to invest, via the Portfolio, in all 500 stocks comprising the S&P 500 in approximate proportion to their weightings in the index. The fund may sell securities that are represented in the index, or purchase securities that are not yet represented in the index, in anticipation of their removal from or addition to the index.
Fees
Fees are Below Average compared to funds in the same category.
SSGA S&P 500 Index Fund has an expense ratio of 0.18 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
