State Street Equity 500 Index Fund

Shareclass

State Street Equity 500 Index A (SSSVX)

Type

Open-end mutual fund

Manager

State Street

Commercial and investment banks' carbon-intensive funding is fundamentally incompatible with reaching the 1.5-degree aligned global goal necessary to prevent catastrophic climate harm.

Banks

Banks providing lending to fossil fuels

holdings

$33.39M

invested

2.17%

of fund

Holding
Risk score
$ invested
% of fund
1. Bank of America Corp
7.7
$8.36M
0.54%
Risk score
invested
of fund
2. Wells Fargo & Co
6.9
$5.99M
0.39%
Risk score
invested
of fund
3. The Goldman Sachs Group Inc
4.3
$4.85M
0.32%
Risk score
invested
of fund
4. Morgan Stanley
4.3
$4.09M
0.27%
Risk score
invested
of fund
5. Citigroup Inc
9.2
$3.7M
0.24%
Risk score
invested
of fund

Show all

When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.

Primary insurers and reinsurers are continuing to underwrite and invest in coal, oil, and gas, while experiencing dramatic losses associated with catastrophic weather-related events.

Insurers

Insurance companies insuring and investing in fossil fuels

holdings

$34.43M

invested

2.24%

of fund

Holding
Risk score
$ invested
% of fund
1. Berkshire Hathaway Inc Class B
10
$26.27M
1.71%
Risk score
invested
of fund
2. Chubb Ltd
9.5
$3.37M
0.22%
Risk score
invested
of fund
3. The Travelers Companies Inc
8.7
$1.63M
0.11%
Risk score
invested
of fund
4. American International Group Inc
8
$1.53M
0.1%
Risk score
invested
of fund
5. The Hartford Financial Services Group Inc
8.5
$1.05M
0.07%
Risk score
invested
of fund

Show all

Sustainability report card

As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.

State Street Equity 500 Index Fund SSSVX

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Financial performance

Performance data provided by

Find more financial data on SSSVX at Morningstar.com

Current fund

SSSVX

State Street Equity 500 Index Fund

Family

State Street

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower

10-yr returns

-0.54% less in annualized returns

Less invested in fossil fuels

0.18% less invested

Lower fossil finance risk score

1 points lower

Lower fossil insurance risk score

0 points lower

More invested in Clean200

0.48% more invested

Current fund

SSSVX

State Street Equity 500 Index Fund

Family

State Street

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower

10-yr returns

-0.54% less in annualized returns

Less invested in fossil fuels

0.18% less invested

Lower fossil finance risk score

1 points lower

Lower fossil insurance risk score

0 points lower

More invested in Clean200

0.48% more invested

Current fund

SSSVX

State Street Equity 500 Index Fund

Family

State Street

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower

10-yr returns

-0.54% less in annualized returns

Less invested in fossil fuels

0.18% less invested

Lower fossil finance risk score

1 points lower

Lower fossil insurance risk score

0 points lower

More invested in Clean200

0.48% more invested

Month-end trailing returns

Performance as of date: 10/31/24

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Climate analysis

1-yr

3-yr

5-yr

10-yr

This fund
SSSVX - State Street Equity 500 Index Fund

37%

8.56%

15%

12%

22 points

Benchmark

38%

9.05%

15%

13%

22 points

Fund compared to benchmark

-0.62%

-0.5%

-0.56%

-0.54%

0 points lower

Find more financial data on SSSVX at Morningstar.com

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Disclaimer: As You Sow is not an investment adviser

As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer

Banks and insurersare financing the climate crisis.

State Street Equity 500 Index Fund

Fossil fuel finance

Commercial and investment banks' carbon-intensive funding is fundamentally incompatible with reaching the 1.5-degree aligned global goal necessary to prevent catastrophic climate harm.

Fossil fuel insurance

Primary insurers and reinsurers are continuing to underwrite and invest in coal, oil, and gas, while experiencing dramatic losses associated with catastrophic weather-related events.

Environment

Social

Disclaimer: As You Sow is not an investment adviser