State Street Total Return V.I.S. FundSSTIX

MUTUAL FUNDState Street
Type
Mutual fund
Peer group
Alternative
Net assets
$1.0B
Expense ratio
0.67%
1-year return
+14.2%
3 years, a year
+12.1%
5 years, a year
+6.2%
Holdings
4,736

What it aims to do.

The investment objective of the State Street Total Return V.I.S. Fund (the Fund) is to seek the highest total return, composed of current income and capital appreciation, as is consistent with prudent investment risk.

Top 10 holdings.

Holding% of fund
State Street SPDR Portfolio Aggregate Bond ETF13.22%
State Street SPDR Bloomberg High Yield Bond ETF5.67%
State Street SPDR Portfolio TIPS ETF5.16%
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF4.64%
State Street SPDR Portfolio Long Term Corporate Bond ETF3.04%
State Street Global Advisors2.39%
NVDA NVIDIA Corp2.24%
State Street SPDR Portfolio Long Term Treasury ETF2.03%
SPDR Bloomberg International Treasury Bond ETF2.02%
AAPL Apple Inc2.00%

More on SSTIX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.