State Street Hedged Fund Quote
| SSHQX Fund | USD 125.83 0.92 0.74% |
Performance6 of 100
| Odds Of DistressLess than 20
|
State Street is trading at 125.83 as of the 4th of December 2024; that is 0.74 percent up since the beginning of the trading day. The fund's open price was 124.91. State Street has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for State Street Hedged are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of November 2024 and ending today, the 4th of December 2024. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities of issuers in developed economies or securities markets. The index is designed to capture the performance that can be achieved by hedging the currency exposures of its parent index, the MSCI EAFE Index, to the U.S. More on State Street Hedged
Moving together with State Mutual Fund
State Mutual Fund Highlights
| Fund Concentration | State Street Global Advisors Funds, Large Blend Funds, Foreign Large Blend Funds, Foreign Large Blend, State Street Global Advisors (View all Sectors) |
| Update Date | 31st of December 2024 |
State Street Hedged [SSHQX] is traded in USA and was established 4th of December 2024. State Street is listed under State Street Global Advisors category by Fama And French industry classification. The fund is listed under Foreign Large Blend category and is part of State Street Global Advisors family. This fund at this time has accumulated 3.33 B in assets with no minimum investment requirementsState Street Hedged is currently producing year-to-date (YTD) return of 13.35% with the current yeild of 0.09%, while the total return for the last 3 years was 10.16%.
Check State Street Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on State Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding State Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as State Street Hedged Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
State Street Hedged Risk Profiles
| Mean Deviation | 0.555 | |||
| Semi Deviation | 0.7303 | |||
| Standard Deviation | 0.716 | |||
| Variance | 0.5126 |
State Street Against Markets
Other Information on Investing in State Mutual Fund
State Street financial ratios help investors to determine whether State Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in State with respect to the benefits of owning State Street security.
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