4 / 5 Stars
4 4 5 4 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#70 in Large Blend
U.S. News evaluated 486 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 21.18 percent over the past year, 13.63 percent over the past three years, 18.90 percent over the past five years, and 6.63 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.5%|
|3 Years (Annualized)||13.6%|
|5 Years (Annualized)||18.9%|
|10 Years (Annualized)||6.6%|
The investment seeks to replicate as closely as possible, before expenses, the performance of the Standard & Poor's 500 Index. The fund invests substantially all of its investable assets in the Equity 500 Index Portfolio, which has the same investment objective as, and investment policies that are substantially similar to those of, the fund. It uses a passive management strategy designed to track the performance of the S&P 500. The fund generally intends to invest in all 500 stocks comprising the S&P 500 in approximate proportion to their weightings in the index.
Fees are Average compared to funds in the same category.
State Street Equity 500 Index Fund has an expense ratio of 0.24 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.