About SSUSX
The State Street U.S. Equity V.I.S. Fund is a diversified mutual fund focused on long-term capital growth by investing predominantly in the equity securities of U.S. companies. Under normal circumstances, the fund allocates at least 80% of its net assets to equities such as common and preferred stocks of firms considered U.S. businesses, based on revenue, asset location, or primary trading market. The fund primarily targets large and medium-sized companies, typically with market capitalizations exceeding $2 billion, and maintains a diversified portfolio with characteristics similar to the S&P 500 Index, including comparable market capitalization and potential dividend yield.
Employing a fundamental analysis approach, the fund’s management team identifies companies with attractive valuations, strong capital structures, and quality management focused on shareholder value. While the portfolio is broadly diversified across sectors, it may have concentrated positions in areas like information technology at times. Additionally, the fund may invest a portion of its assets in foreign securities and debt instruments, and can utilize derivatives for hedging or exposure purposes. With its team-based investment process, the State Street U.S. Equity V.I.S. Fund serves investors seeking access to a core holding of major U.S. company stocks, providing exposure to both growth and value opportunities in the equity market.
Stock Exchange NASDAQ
Ticker Symbol SSUSX
Share Class Class 1 Shares
Index S&P 500 TR
SSUSX had a total return of 16.03% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.98%.
