STSEX Mutual Fund (BlackRock Exchange Portfolio) is managed by BlackRock, Inc. (US) with $270.1M in net assets. STSEX expense ratio is 0.84%, holding 25 positions across sectors including Information Technology, Industrials, Financials. Inception date: 1976-12-17.

STSEX performance shows a YTD return of -1.67%. The 1-year return is 4.79% and the 5-year return is 11.46%. STSEX dividend yield stands at 0.92%, paid quarterly.

STSEX top holdings include Microsoft Corp (22.6%), General Dynamics Corp. (10.4%), Berkshire Hathaway Inc Brk/B Us Equity (10.3%), Jpmorgan Chase (8.3%), American Express Co. (7.2%). View all STSEX holdings, sector breakdown, or dividend history.

STSEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. STSEX alternatives are available via the screener, along with tax-loss harvesting opportunities.