State Street Equity Fund Quote
| SSFRX Fund | USD 455.38 2.48 0.54% |
Performance13 of 100
| Odds Of DistressLess than 18
|
State Street is trading at 455.38 as of the 13th of December 2024; that is 0.54 percent down since the beginning of the trading day. The fund's open price was 457.86. State Street has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 19th of November 2023 and ending today, the 13th of December 2024. Click here to learn more.
The fund uses a passive management strategy designed to track the performance of the SP 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. More on State Street Equity
Moving together with State Mutual Fund
| 0.66 | ELDFX | Elfun Diversified | PairCorr |
| 0.99 | ELFNX | Elfun Trusts Elfun | PairCorr |
| 1.0 | VTSAX | Vanguard Total Stock | PairCorr |
Moving against State Mutual Fund
State Mutual Fund Highlights
| Fund Concentration | State Street Global Advisors Funds, Large Blend Funds, Large Blend, State Street Global Advisors, Large Blend, Large Blend (View all Sectors) |
| Update Date | 31st of December 2024 |
State Street Equity [SSFRX] is traded in USA and was established 13th of December 2024. State Street is listed under State Street Global Advisors category by Fama And French industry classification. The fund is listed under Large Blend category and is part of State Street Global Advisors family. This fund at this time has accumulated 919.14 M in assets with no minimum investment requirementsState Street Equity is currently producing year-to-date (YTD) return of 28.59% with the current yeild of 0.01%, while the total return for the last 3 years was 10.88%.
Check State Street Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on State Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding State Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as State Street Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top State Street Equity Mutual Fund Constituents
| XOM | Exxon Mobil Corp | Stock | Energy | |
| AAPL | Apple Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| MSFT | Microsoft | Stock | Information Technology |
State Street Equity Risk Profiles
| Mean Deviation | 0.473 | |||
| Semi Deviation | 0.3784 | |||
| Standard Deviation | 0.651 | |||
| Variance | 0.4238 |
State Street Against Markets
Other Information on Investing in State Mutual Fund
State Street financial ratios help investors to determine whether State Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in State with respect to the benefits of owning State Street security.
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