State Street Institutional Premier Growth Equity Fund Investment Class

Frequently Asked Questions About SSPGX

What does SSPGX invest in?

A minimum of 80% of the fund's net assets are committed to equity investments, such as common and preferred shares. Its core strategy involves concentrating capital in a select group of large and mid-sized corporations, defined as those with market valuations of $2 billion or more. The fund's investment adviser targets companies it believes possess either a strong history of above-average growth or considerable potential for future expansion. Additionally, the fund has the flexibility to allocate up to a quarter of its total assets to international securities. Up to 20% of its net assets, along with any capital obtained through borrowing for investment, may be held in debt instruments. This fund operates as a non-diversified investment vehicle.

What is the expense ratio of SSPGX?

An expense ratio for State Street Institutional Premier Growth Equity Fund Investment Class (SSPGX) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.

How big is SSPGX?

State Street Institutional Premier Growth Equity Fund Investment Class (SSPGX) manages $27.4M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is SSPGX actively managed or an index fund?

SSPGX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was SSPGX launched?

State Street Institutional Premier Growth Equity Fund Investment Class (SSPGX) launched in November 2005 and is managed by State Street / SPDR.

How has SSPGX performed?

SSPGX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.