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 SPDR State Street Global Advisors with $633.2M in net assets. SSBIX expense ratio is 0.05%, holding 2478 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2023-10-27.
SSBIX performance shows a YTD return of 6.05%. The 1-year return is 12.93%. SSBIX dividend yield stands at 3.14%, paid annually.
SSBIX top holdings include State Street Aggregate Bond Index Portfolio (40.9%), Nvidia Corp. (3.9%), Apple, Inc (3.5%), Microsoft Corp (2.6%), Amazon.Com Inc (1.9%). 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.