About SSAQX
The State Street U.S. Core Equity Fund is an actively managed mutual fund designed to provide long-term growth of capital by investing primarily in equity securities of U.S. companies. The fund typically commits at least 80% of its net assets to U.S. equities, including both common and preferred stocks, and may have limited exposure to foreign securities as well as cash equivalents. Its investment strategy emphasizes large, well-established companies, with a portfolio that regularly allocates significant weight to major technology, financials, health care, and industrial sector leaders.
The fund's holdings are diversified across about 90–100 securities, with the top 10 positions accounting for a substantial portion of assets—often exceeding 40%—and typically include prominent names such as Microsoft, NVIDIA, Apple, Amazon, and Alphabet. The fund's expense ratio is notably low relative to peers, contributing to its appeal among investors seeking broad market exposure with cost efficiency. Managed by a seasoned team at State Street Global Advisors, this fund plays a core role in diversified portfolios seeking balanced participation in the U.S. equity market benchmarked to the S&P 500 Index.
Fund Family State Street Investment Management
Category Large Blend
Performance Rating Above Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol SSAQX
Index S&P 500 TR
SSAQX had a total return of 14.39% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.28%.
