SSMJX – State Street Small/Mid Cap Equity Idx A Fund Stock Price | Morningstar

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NAV / 1-Day Return 260.64 / −0.23 %
Total Assets 540.9 Mil
Adj. Expense Ratio

0.495%
Expense Ratio 0.495%
Distribution Fee Level Low
Share Class Type Front Load
Category Mid-Cap Blend
Investment Style Small Growth
Min. Initial Investment 2,000
Status Open
TTM Yield 1.12%
Turnover 24%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Will SSMJX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SSMJX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the SSMJX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of SSMJX’s parent organization’s priorities and whether they’re in line with investors’ interests.

State Street Small/ Mid Cap Equity Idx A’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research

Rated on Feb 29, 2024 Published on Feb 29, 2024

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Current Portfolio Date Feb 29, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 100.0

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
State Street Small/Mid Cap Equity Index	100.00	553.6 Mil	—

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