STSEX Mutual Fund (BlackRock Exchange Portfolio) is managed by BlackRock, Inc. (US) with $265.0M in net assets. STSEX expense ratio is 0.84%, holding 27 positions across sectors including Information Technology, Industrials, Financials. Inception date: 1976-12-17.

STSEX performance shows a YTD return of -1.73%. The 1-year return is 13.93% and the 5-year return is 15.22%. STSEX dividend yield stands at 0.91%, paid quarterly.

STSEX top holdings include Microsoft Corp (28.5%), Berkshire Hathaway Inc Brk/B Us Equity (13.0%), Jpmorgan Chase & Co (9.8%), General Dynamics Corp. (9.2%), American Express Co. (7.0%). 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.