State Street Equity 500 Index Fund
SSSYX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Boston, MA 2105 Boston MA United States of America 2105
- IPO Date
- Sep 18, 2014
- CIK
- 0001107414
- Website
- ssga.com
- Similar Companies
- Business
- State Street Equity 500 Index Fund (Class K) (SSSYX) is a large blend mutual fund that seeks to replicate as closely as possible, before expenses, the performance of the S&P 500 Index, a benchmark comprising common stocks of 500 large-cap U.S. companies across multiple sectors including technology, financial services, consumer cyclical, communication services, and healthcare. The fund invests substantially all of its assets in the stocks comprising the S&P 500 in approximate proportion to their index weightings; top holdings typically include NVIDIA Corp, Microsoft Corp, Apple Inc, Amazon.com Inc, and Meta Platforms Inc Class A, representing around 27-36% of the portfolio; it maintains a low net expense ratio of 0.02%, low turnover of 4%, and total net assets exceeding $12 billion. Managed passively by State Street Global Advisors, a division of State Street Investment Management headquartered in Boston, Massachusetts, the fund targets institutional and qualified investors with a minimum initial investment of $25 million and is available for sale in the United States. Launched on September 17, 2014, SSSYX operates within the large-cap U.S. equity segment, providing diversified exposure to the broad domestic market through daily pricing and annual dividend distributions. The fund emphasizes cost efficiency and index fidelity, with portfolio managers Karl Schneider (since 2002) and Amy Scofield (since 2012) overseeing replication via a master-feeder structure linked to the State Street Equity 500 Index Portfolio. Geographically, its holdings are predominantly U.S.-focused (approximately 99.5%), with minimal non-U.S. exposure.