Morningstar

State Street Balanced Index Fund Class K SSBIX

Morningstar Medalist Rating
Medalist Rating as of | See State Street Investment Hub
  • NAV / 1-Day Return 15.20  /  −0.20 %
  • Total Assets 628.9M
  • Adj. Expense Ratio
    0.050%
  • Expense Ratio 0.040%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.00%
  • Turnover 12%

USD | NAV as of Aug 07, 2026 | 1-Day Return as of Aug 07, 2026, 6:44 PM GMT+0

Morningstar’s Analysis SSBIX

Will SSBIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SSBIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SSBIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SSBIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

State Street Balanced Index K holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SSBIX

More SSBIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 57.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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