SSBIX Mutual Fund
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 State Street Investment Management with $603.7M in net assets. SSBIX expense ratio is 0.05%, holding 2521 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2023-10-27.
SSBIX performance shows a YTD return of 6.83%. The 1-year return is 7.31%. SSBIX dividend yield stands at 3.12%, paid annually.
SSBIX top holdings include State Street Aggregate Bond Index Portfolio (39.5%), NVIDIA Corp (4.0%), Apple Inc (3.7%), Microsoft Corp (2.8%), Amazon.com Inc (2.2%). Go to all SSBIX holdings, SSBIX sectors, or SSBIX dividends.
SSBIX can be compared against other funds. Use SSBIX overlap to find shared positions, or SSBIX vs another fund for a side-by-side view. SSBIX alternatives are available via the screener, along with tax-loss harvesting opportunities.