Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
State Street Mutual Funds
View all of State Street’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
State Street Funds List
The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.
Share Class Type
1 to 6 of 6 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Elfun Tax-Exempt Income | ELFTX | Muni National Long | — | −0.60% | 83 | 0.210% | Low | No Load | $500 | |
| Elfun Trusts | ELFNX | Large Growth | 11.48% | 24 | 0.180% | Low | No Load | $500 | ||
| State Street Hedged Intl Dev Eq Idx K | SSHQX | Foreign Large Blend | — | 10.99% | 3 | 0.200% | Low | Retirement, Large | — | |
| State Street Instl US Equity Inv | SUSIX | Large Blend | 9.95% | 12 | 0.400% | Low | Institutional | $10.0 Mil | ||
| State Street Target Retirement K | SSFOX | Target-Date Retirement | 1.79% | 40 | 0.090% | Low | Retirement, Large | — | ||
| State Street US Core Equity Fund | SSAQX | Large Blend | 11.20% | 11 | 0.140% | Low | No Load | — |
State Street Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank