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State Street Institutional U.S. Large-Cap Core Equity Fund Investment Class (SILCX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital and future income. The fund seeks to achieve its investment objectives by investing at least 80% of its net assets under normal circumstances in equity securities of large-capitalization U.S. companies, such as common and preferred stocks. The adviser defines a large-cap company as one with a market capitalization that, at the time of investment, is no lower than the smallest market capitalization of a company in the S&P 500 ® Index. The fund will use an investment approach that blends growth and value. It also may invest to a lesser extent in securities of foreign (non-U.S.) issuers and debt securities.


1 month+0.16% 3 years+5.92%
3 months+1.80% 5 years+13.53%
1 year+17.38% Since inception+6.07%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+13.53%+11.74%
Expense ratio0.56%1.00%
Risk 5 year sharpe ratio1.291.35
Net assets$15.0M$4.7B
Average market cap--$110.0B
Average P/E--21.2
Portfolio turnover54%54%

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Fund Management and Purchase Info

Fund familyState Street Global Advisors
Fund manager & tenureDavid Carlson / 0 Years
Minimal initial investment$5,000,000.00
Minimum IRA investment--


U.S. stock0.00%
International stock0.00%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Financial service 20.87%
Energy 13.82%
Healthcare 12.06%
Industrial materials 9.40%
Consumer goods 9.14%
Top 10 Holdings
Portfolio weighting
Holdings not available.