Morningstar

State Street Balanced Index Fund Class K SSBIX

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

Strategy

The investment seeks to track the performance of 60% of the Dow Jones U.S. Total Stock Market Index and 40% of the Bloomberg U.S. Aggregate Bond Index. The fund employs an indexing investment approach designed to track the performance of two benchmark indexes in a 60%/40% split between equity and fixed-income. The equity index is a member of the Dow Jones Total Stock Market Indices family, which is designed to measure all U.S. equity issues with readily available prices, over the long term. The fixed index measures the performance of the U.S. dollar denominated investment grade fixed-rate taxable bond market, over the long term.

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
SSBIX	State Street Balanced Index Fund Class K	Retirement, Large	Open			Oct 27, 2023	$603.72M	0.050%	Low	$0	−$52.20M

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