Morningstar

State Street U.S. Core Equity Fund SSAQX

Medalist Rating as of Sep 30, 2026 See State Street Investment Hub

Strategy

The investment seeks long-term growth of capital. Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of U.S. companies, such as common and preferred stocks. It also may invest up to 15% of its net assets (plus any borrowings for investment purposes) in foreign securities and up to 20% of its net assets (plus any borrowings for investment purposes) in debt securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SSAQX	State Street U.S. Core Equity Fund	No Load	Open			Jan 2, 1980	$4.07B	0.130%	Low	$0	−$1.12B

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