State Street Equity 500 Index Fund

Class Other (STFAX)
Scorecard
4 / 5 Stars
Lipper
4 4 5 4 3
Zacks Investment Research
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Standard & Poor's
4 / 5 Stars
TheStreet.com
A (Buy)

U.S. News evaluated 481 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 24.25 percent over the past year, 16.28 percent over the past three years, 18.55 percent over the past five years, and 7.58 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 7.0%
1 Year 24.2%
3 Years (Annualized) 16.3%
5 Years (Annualized) 18.6%
10 Years (Annualized) 7.6%

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Summary

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

Fees are Average compared to funds in the same category.
State Street Equity 500 Index Fund has an expense ratio of 0.24 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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See Also:

Top State Street Global Advisors Funds