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State Street Institutional U.S. Large-Cap Core Equity Fund Service Class (SSLVX)

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. It invests in U.S. large-cap companies (meaning companies with market capitalizations of $8 billion or more) that the portfolio managers believe are undervalued by the market but have solid growth prospects. The fund also may invest to a lesser extent in securities of foreign (non-U.S.) issuers and debt securities.


1 month+0.27% 3 years+6.44%
3 months+6.76% 5 years+11.77%
1 year+22.54% Since inception+7.46%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+11.77%+13.18%
Expense ratio0.68%1.01%
Risk 5 year sharpe ratio1.101.19
Net assets$25.1M$4.4B
Average market cap$66.9B$105.4B
Average P/E18.420.4
Portfolio turnover54%54%

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Fund Management and Purchase Info

Fund familyGE Asset Management
Fund manager & tenureStephen Gelhaus / 14 Years
Minimal initial investment$5,000,000.00
Minimum IRA investment--


U.S. stock94.06%
International stock1.35%
Fixed income0.89%
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
BAC Bank of America3.34%
GOOGL Google3.19%
AAPL Apple3.15%
WFC Wells Fargo3.02%
JNJ Johnson & Johnson2.49%
JPM JPMorgan Chase2.38%
MRK Merck2.33%
CMCSA Comcast2.31%
C Citigroup2.30%
AMAT Applied Materials Inc2.15%