Morningstar

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 Mutual Funds List

1 to 25 of 124 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day-End)
YTD, Day-End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
State Street Target Retirement Fund Class KSSFOXTarget-Date Retirement
4.74%30.090%LowRetirement, Large$0
State Street Hedged International Developed Equity Index Fund Class KSSHQXForeign Large Blend—15.78%40.200%LowRetirement, Large$0
State Street Target Retirement 2030 Fund Class KSSBYXTarget-Date 2030
6.11%240.090%LowRetirement, Large$0
Elfun Tax-Exempt Income FundELFTXMuni National Long—−0.67%670.220%LowNo Load$500
State Street S&P 500 Index Fund Class NSVSPXLarge Blend
11.37%430.157%LowInstitutional$10,000
State Street Equity 500 Index Fund Service SharesSTBIXLarge Blend
11.28%460.270%LowInstitutional$25M
State Street Target Retirement 2035 Fund Class KSSCKXTarget-Date 2035
6.93%390.090%LowRetirement, Large$0
State Street U.S. Core Equity FundSSAQXLarge Blend
8.43%770.130%LowNo Load$0
State Street Equity 500 Index II PortfolioSSEYXLarge Blend
11.53%360.010%LowNo Load$0
State Street Balanced Index Fund Class KSSBIXModerate Allocation
6.34%500.050%LowRetirement, Large$0
Elfun TrustsELFNXLarge Blend
7.09%850.170%LowNo Load$500
State Street Target Retirement 2025 Fund Class ISSBRXTarget-Date 2025
5.47%170.290%Below AverageInstitutional$0
State Street Institutional U.S. Equity Fund Service ClassSUSSXLarge Blend
8.04%790.630%Below AverageInstitutional$10M
State Street Target Retirement Fund Class ISSFNXTarget-Date Retirement
4.60%40.290%Below AverageInstitutional$0
State Street Equity 500 Index Fund Class KSSSYXLarge Blend
11.52%370.020%LowNo Load$0
State Street Target Retirement 2025 Fund Class KSSBSXTarget-Date 2025
5.64%110.090%LowRetirement, Large$0
State Street Equity 500 Index Fund Class ISSSWXLarge Blend
11.30%450.220%LowInstitutional$0
State Street Equity 500 Index Fund Administrative SharesSTFAXLarge Blend
11.38%430.170%LowInstitutional$25M
State Street Target Retirement 2035 Fund Class ISSCJXTarget-Date 2035
6.89%410.290%Below AverageInstitutional$0
State Street Target Retirement 2030 Fund Class ISSBWXTarget-Date 2030
6.09%250.290%Below AverageInstitutional$0
State Street Institutional U.S. Equity Fund Investment ClassSUSIXLarge Blend
8.28%780.380%LowInstitutional$10M
State Street Equity 500 Index Fund Class ASSSVXLarge Blend
11.08%490.470%LowFront Load$2,000
State Street Emerging Markets Equity Index Fund Class KSSKEXDiversified Emerging Markets
13.36%340.074%LowRetirement, Large$0
State Street Global All Cap Equity ex-U.S. Index Fund Class KSSGLXForeign Large Blend
10.37%450.065%LowNo Load$0
State Street Target Retirement 2040 Fund Class KSSCQXTarget-Date 2040
7.73%650.090%LowRetirement, Large$0

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

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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