4 / 5 Stars
5 5 5 4 2
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#38 in Large Blend
U.S. News evaluated 487 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 25.11 percent over the past year, 14.22 percent over the past three years, 22.82 percent over the past five years, and 7.02 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.9%|
|3 Years (Annualized)||14.2%|
|5 Years (Annualized)||22.8%|
|10 Years (Annualized)||7.0%|
The investment seeks to replicate as closely as possible, before expenses, the performance of the Standard & Poor's® 500 Index. The fund seeks to achieve its investment objective by investing substantially all of its assets in the Portfolio, the "master fund" that has the same investment objective as, and investment policies that are substantially similar to those of, the fund. It will not invest less than 80% of its total assets in stocks 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 are Average compared to funds in the same category.
SSGA S&P 500 Index Fund has an expense ratio of 0.17 percent.
Risk is Average compared to funds in the same category according to Morningstar.