Below are the funds available and their minimum investment amounts. If you don’t see the fund you are looking for or are uncertain whether a fund is available for your use, contact us.
Fund | Settlement Date | Taxable Initial | Taxable Subsequent | Non-Taxable Initial | Non-Taxable Subsequent |
STATE STREET INST INTL EQTY FD INV (SIEIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
STATE STREET INST INTL EQTY FD SERV (SIESX) View Prospectus |
1 | $100.00 | $0.00 | $100.00 | $0.00 |
STATE STREET INST SMALL CAP EQTY FD INV (SIVIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
STATE STREET INST INCM FD INV (SSFIX) View Prospectus |
1 | $5,000,000.00 | $0.00 | $5,000,000.00 | $0.00 |
STATE STREET INST PRMR GRWTH EQTY FD INV (SSPGX) View Prospectus |
1 | $5,000,000.00 | $0.00 | $5,000,000.00 | $0.00 |
STATE STREET INST PRMR GRWTH EQTY FD SER (SSPSX) View Prospectus |
1 | $100,000.00 | $0.00 | $100,000.00 | $0.00 |
STATE STREET INST SMALL CAP EQTY FD SERV (SSQSX) View Prospectus |
1 | $100.00 | $0.00 | $100.00 | $0.00 |
STATE STREET INST US EQTY FD INV (SUSIX) View Prospectus |
1 | $5,000,000.00 | $0.00 | $5,000,000.00 | $0.00 |
STATE STREET INST US EQTY FD SERV (SUSSX) View Prospectus |
1 | $100.00 | $0.00 | $100.00 | $0.00 |
Some funds charge fees to cover marketing, distribution and administrative expenses. These fees include marketing fees known as a “12b-1 fees”, as well as certain record keeping or shareholder services fees. Such fees are included in the fund’s overall expense ratio and a portion of these fees may be paid to us. We reserve the right to change the funds we make available at any time without prior notice.