Morningstar

State Street Equity 500 Index Fund Class R Shares SSFRX

Medalist Rating as of Apr 27, 2026 See State Street Investment Hub

Strategy

The investment seeks to replicate as closely as possible, before expenses, the performance of the Standard & Poor's 500 Index. The fund uses a passive management strategy designed to track the performance of the S&P 500. The index is a well-known stock market index that includes common stocks of 500 companies from a number of sectors and that measures the performance of the large‑cap sector of the U.S. equities market. It is non-diversified.

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
SSSYX	State Street Equity 500 Index Fund Class K	No Load	Open			Sep 17, 2014	$12.91B	0.020%	Low	$0	−$1.74B
STFAX	State Street Equity 500 Index Fund Administrative Shares	Institutional	Open			Apr 18, 2001	$159.80M	0.170%	Low	$25M	−$49.44M
STBIX	State Street Equity 500 Index Fund Service Shares	Institutional	Open			Mar 10, 2003	$24.04M	0.270%	Low	$25M	$4.55M
SSSWX	State Street Equity 500 Index Fund Class I	Institutional	Open			Sep 17, 2014	$82.31M	0.220%	Low	$0	$1.88M
SSSVX	State Street Equity 500 Index Fund Class A	Front Load	Open			Sep 17, 2014	$216.74M	0.470%	Low	$2,000	$4.73M
SSFRX	State Street Equity 500 Index Fund Class R Shares	Retirement, Small	Open			Jun 7, 2005	$50.53M	0.620%	Low	$25M	$5.69M

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