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
Share Class Type
1 to 25 of 71 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 | — | −0.39% | 92 | 0.210% | Low | No Load | $500 | |
| Elfun Trusts | ELFNX | Large Growth | 15.58% | 22 | 0.180% | Low | No Load | $500 | ||
| State Street Hedged Intl Dev Eq Idx K | SSHQX | Foreign Large Blend | — | 13.49% | 4 | 0.200% | Low | Retirement, Large | — | |
| State Street Instl US Equity Inv | SUSIX | Large Blend | 13.85% | 12 | 0.400% | Low | Institutional | $10.0 Mil | ||
| State Street Target Retirement K | SSFOX | Target-Date Retirement | 2.92% | 41 | 0.090% | Low | Retirement, Large | — | ||
| State Street US Core Equity Fund | SSAQX | Large Blend | 13.94% | 11 | 0.140% | Low | No Load | — | ||
| Elfun International Equity | EGLBX | Foreign Large Blend | 8.61% | 31 | 0.440% | Low | No Load | $500 | ||
| State Street Equity 500 Index Adm | STFAX | Large Blend | 11.59% | 36 | 0.170% | Low | Institutional | $25.0 Mil | ||
| State Street Equity 500 Index I | SSSWX | Large Blend | 11.70% | 37 | 0.220% | Low | Institutional | — | ||
| State Street Equity 500 Index II | SSEYX | Large Blend | 11.79% | 33 | 0.020% | Low | No Load | — | ||
| State Street Equity 500 Index K | SSSYX | Large Blend | 11.66% | 33 | 0.020% | Low | No Load | — | ||
| State Street Equity 500 Index Svc | STBIX | Large Blend | 11.68% | 38 | 0.270% | Low | Institutional | $25.0 Mil | ||
| State Street Instl Small-Cap Equity Inv | SIVIX | Small Blend | 4.25% | 55 | 0.750% | Low | Institutional | $10.0 Mil | ||
| State Street Instl Small-Cap Equity Svc | SSQSX | Small Blend | 4.14% | 57 | 1.000% | Above Average | Institutional | $10.0 Mil | ||
| State Street Instl US Equity Svc | SUSSX | Large Blend | 13.69% | 13 | 0.650% | Below Average | Institutional | $10.0 Mil | ||
| State Street S&P 500 Index N | SVSPX | Large Blend | 11.73% | 36 | 0.160% | Low | Institutional | $10,000 | ||
| State Street Target Retirement 2020 K | SSBOX | Target-Date 2020 | 3.00% | 93 | 0.090% | Low | Retirement, Large | — | ||
| State Street Target Retirement 2025 I | SSBRX | Target-Date 2025 | 4.04% | 63 | 0.290% | Below Average | Institutional | — | ||
| State Street Target Retirement 2025 K | SSBSX | Target-Date 2025 | 4.10% | 56 | 0.090% | Low | Retirement, Large | — | ||
| State Street Target Retirement 2025 R3 | SSAHX | Target-Date 2025 | 3.83% | 73 | 0.590% | Low | Retirement, Medium | — | ||
| State Street Target Retirement 2030 K | SSBYX | Target-Date 2030 | 5.12% | 61 | 0.090% | Low | Retirement, Large | — | ||
| State Street Target Retirement I | SSFNX | Target-Date Retirement | 2.75% | 53 | 0.290% | Below Average | Institutional | — | ||
| State Street Target Retirement R3 | SSFQX | Target-Date Retirement | 2.17% | 67 | 0.590% | Low | Retirement, Medium | — | ||
| Elfun Diversified | ELDFX | Moderately Aggressive Allocation | 6.18% | 80 | 0.340% | Low | No Load | $500 | ||
| Elfun Income | EINFX | Intermediate Core-Plus Bond | −1.94% | 96 | 0.340% | Low | No Load | $500 |
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