STBIX Mutual Fund
STBIX Mutual Fund
STBIX Mutual Fund
State Street Equity 500 Index Fund Service Class
STBIX Mutual Fund Overview
STBIX Mutual Fund (State Street Equity 500 Index Fund Service Class) is managed by State Street Investment Management with $23.8M in net assets. STBIX expense ratio is 0.27%, holding 507 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2003-03-10.
STBIX performance shows a YTD return of 12.26%. The 1-year return is 15.40% and the 5-year return is 12.46%. STBIX dividend yield stands at 0.87%.
STBIX top holdings include Nvidia Corp (8.1%), Apple, Inc (7.0%), Microsoft Corp (5.7%), Amazon.Com Inc (3.8%), Alphabet Inc (3.0%). Go to all STBIX holdings, STBIX sectors, or STBIX dividends.
STBIX can be compared against other funds. Use STBIX overlap to find shared positions, or STBIX vs another fund for a side-by-side view. STBIX alternatives are available via the screener, along with tax-loss harvesting opportunities.