SVSPX Rating, Research - Ssga S&P 500 Index Instl

Ssga S&P 500 Index Instl (svspx)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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%
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Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

HOLD

SWOT Statistics

Strengths + Opportunities = 261

Threats + Weaknesses = 164

When strengths & opportunities substantially exceed threats & weaknesses an investment in the svspx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Ssga S&P 500 Index Instl (SVSPX) Description: SVSPX is a mutual fund, which is an investment that owns a basket of assets. The SVSPX mutual fund was provided by Ssga and this investment vehicle derives the majority of its value from equity holdings (stocks). Ssgas mutual fund has a long management tenure and is in the large fund size classification. SVSPXs minimum initial investment amount is $10000 while the IRA minimum is $250. SVSPXs expense ratio is roughly 0%. The latest SVSPXs front end load was 0% and the back end load was 0%. The Ssga S&P 500 Index Instl (SVSPX) mutual fund falls under the large-cap mixed category. SVSPX focuses its investments in USA and SVSPX is not affiliated with a particular industry or fund sector. The Ssga S&P 500 Index Instl (SVSPX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SVSPXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SVSPXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks to replicate the total return of the S&P 500 index. The fund substantially invests all of investable assets in a corresponding portfolio of the State Street Equity 500 index portfolio that has the same investment objective as and investment policies that are substantially similar to those of the fund. It invests at least 80% of total assets in stocks (see stock research) in the S&P 500 index in proportion to their weighting. The fund may also invest in futures, options and other derivatives.


Management Analysis Update

Ssga S&P 500 Index Instl's executives / managers make better investing decisions, because their assets are invested along side their client's. Ssga S&P 500 Index Instl has a consistent strategy that will help it to outperform in the future.


Performance Analysis Update