SSBIX Mutual Fund
SSBIX Mutual Fund
State Street Balanced Index Fund Class K

SSBIX Mutual Fund Overview
SSBIX Mutual Fund (State Street Balanced Index Fund Class K) is managed by SPDR State Street Global Advisors with $625.1M in net assets. SSBIX expense ratio is 0.05%, holding 2495 positions across sectors including Unknown. Inception date: 2023-10-27.
SSBIX performance shows a YTD return of 6.90%. The 1-year return is 15.28%. SSBIX dividend yield stands at 3.12%, paid annually.
SSBIX top holdings include SSAFX (39.5%), NVDA (4.1%), AAPL (3.6%), MSFT (3.3%), AMZN (2.0%). View all SSBIX holdings, sector breakdown, or dividend history.
SSBIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SSBIX alternatives are available via the screener, along with tax-loss harvesting opportunities.