SVSPX – State Street S&P 500 Index N Investment Strategy | Morningstar

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Strategy

The investment seeks to replicate as closely as possible, before expenses, the performance of the S&P 500® Index. The adviser uses n index tracking management strategy designed to track the performance of the S&P 500® Index (“S&P 500” or “Index”). The index is a well-known stock market index that includes common stocks of 500 companies from a number of sectors and that measures the performance of the large-cap sector of the U.S. equities market. It is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SVSPX	State Street S&P 500 Index Fund Class N	Institutional	Open			Dec 30, 1992	$1.73B	0.157%	Low	$10,000	−$156.21M

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