Returns Chart

Key Stats

Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
0.37% 2.924B -- --
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
-11.31B 4.40% Upgrade Upgrade

Basic Info

Investment Strategy
The Fund seeks to maximize current income, to the extent consistent with the preservation of capital and liquidity, by investing in U.S. dollar-denominated money market securities. It invests substantially all of its investable assets in the Money Market Portfolio, which has similar investment policies to the Fund.
General
Security Type Money Market Fund
Equity Style --
Broad Asset Class Money Market
Broad Category Capital Preservation
Global Peer Group Money Market USD
Peer Group Instl Money Market Funds
Global Macro Money Market HC
US Macro Taxable Money Market Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Instl Money Market Funds
Fund Owner Firm Name State Street Global Advisors
Broad Asset Class Benchmark Index
^BBUTB13MTR 100.0%

View Basic Info
Start Trial

Net Fund Flows Versus Peer Group

View Net Fund Flows. Upgrade now.
1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: 63
-4.352B Peer Group Low
740.51M Peer Group High
1 Year
% Rank: 90
-11.31B
-13.38B Peer Group Low
5.192B Peer Group High
3 Months
% Rank: 76
-8.301B Peer Group Low
130.31M Peer Group High
3 Years
% Rank: 94
-11.59B Peer Group Low
18.53B Peer Group High
6 Months
% Rank: 76
-7.178B Peer Group Low
1.128B Peer Group High
5 Years
% Rank: 90
-19.56B Peer Group Low
11.82B Peer Group High
YTD
% Rank: 76
-5.198B Peer Group Low
976.95M Peer Group High
10 Years
% Rank: 76
-41.93B Peer Group Low
20.05B Peer Group High
Date Unavailable

Performance Versus Peer Group

 
20%
15%
10%
5%
0
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
Peer Group Rtn. (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
% Rank in Peer Group (NAV)
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
View Performance Versus Peer Group
Start Trial

Annual Total Returns Versus Peers

Loading chart...
Name
2018
2019
2020
2021
2022
2023
2024
YTD
1.75%
2.07%
0.38%
-0.01%
1.55%
5.03%
5.07%
1.79%
1.82%
2.21%
0.54%
0.04%
1.52%
5.14%
5.32%
2.03%
1.93%
2.25%
0.54%
0.00%
1.67%
5.18%
5.28%
2.07%
1.52%
1.84%
0.32%
0.03%
1.31%
4.63%
4.81%
1.86%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
1.70%
2.02%
0.34%
-0.00%
1.46%
4.93%
5.04%
1.91%
As of December 29, 2025.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (6-20-25) 4.49%
30-Day SEC Yield --
7-Day SEC Yield (5-31-25) 3.99%
Number of Holdings 90
Bond
Yield to Maturity (12-31-24) --
Effective Duration --
Average Coupon --
Calculated Average Quality --
Effective Maturity --
Nominal Maturity --
Number of Bond Holdings 10
As of December 31, 2024

Asset Allocation

As of December 31, 2024.
Type % Net
Cash 91.95%
Stock 0.00%
Bond 8.05%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
View Asset Allocation
Start Trial

Top 10 Holdings

Name % Weight Price % Change
Goldman Sachs & Co/Bank of New York Mellon REPO
8.72% -- --
JP Morgan Securities Inc/Bank of New York Mellon REPO
5.86% -- --
Royal Bank of Canada Repo
4.59% -- --
Australia & New Zealand Banking Group Ltd CP
3.31% -- --
Bank of America NA Repo
3.14% -- --
Canadian Imperial Bank of Commerce 0% 02-JAN-2025
3.06% -- --
KBC Bank NV Time/Term Deposit
3.06% -- --
Citibank NA (London Branch) 0% 02-JAN-2025
3.06% -- --
Barclays Capital Inc REPO
3.06% -- --
ABN AMRO Funding USA LLC 0% 07-JAN-2025
2.55% -- --

Fees & Availability

Fees
Actual 12B-1 Fee 0.05%
Actual Management Fee 0.05%
Administration Fee 146.2K%
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product --
Available for RRSP --
Purchase Details
Open to New Investors Yes
Minimum Initial Investment 1000.00 None
Minimum Subsequent Investment 0.00 None

Basic Info

Investment Strategy
The Fund seeks to maximize current income, to the extent consistent with the preservation of capital and liquidity, by investing in U.S. dollar-denominated money market securities. It invests substantially all of its investable assets in the Money Market Portfolio, which has similar investment policies to the Fund.
General
Security Type Money Market Fund
Equity Style --
Broad Asset Class Money Market
Broad Category Capital Preservation
Global Peer Group Money Market USD
Peer Group Instl Money Market Funds
Global Macro Money Market HC
US Macro Taxable Money Market Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Instl Money Market Funds
Fund Owner Firm Name State Street Global Advisors
Broad Asset Class Benchmark Index
^BBUTB13MTR 100.0%

View Basic Info
Start Trial

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (6-20-25) 4.49%
30-Day SEC Yield --
7-Day SEC Yield (5-31-25) 3.99%
Number of Holdings 90
Bond
Yield to Maturity (12-31-24) --
Effective Duration --
Average Coupon --
Calculated Average Quality --
Effective Maturity --
Nominal Maturity --
Number of Bond Holdings 10
As of December 31, 2024

Fund Details

Key Dates
Inception Date --
Attributes
Inverse Fund --
Leveraged Fund --
Currency Hedged Fund --
Socially Responsible Fund No

Top Portfolio Holders

Name % Weight
Portfolio A 5.00%
Portfolio B 3.50%
Portfolio C 2.25%
View Top Portfolio Holders
Start Trial