SSBIX Mutual Fund
SSBIX Mutual Fund
State Street Balanced Index Fund Class K
SSBIX Mutual Fund Overview
SSBIX Mutual Fund (State Street Balanced Index Fund Class K) is managed by SPDR State Street Global Advisors with $615.6M in net assets. SSBIX expense ratio is 0.05%, holding 2478 positions across sectors including Unknown, Information Technology, Industrials. Inception date: 2023-10-27.
SSBIX performance shows a YTD return of 6.90%. The 1-year return is 15.28%. SSBIX dividend yield stands at 3.12%, paid annually.
SSBIX top holdings include State Street Aggregate Bond Index Portfolio (40.9%), Nvidia Corp (3.9%), Apple Inc (3.5%), Microsoft Corp 4.100 Feb 06 37 (2.6%), Amazon.Com Inc (1.9%). View all SSBIX holdings, sector breakdown, or dividend history.
SSBIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SSBIX alternatives are available via the screener, along with tax-loss harvesting opportunities.