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Morningstar

State Street Instl US Equity Inv SUSIX

Morningstar Medalist Rating
Medalist Rating as of | See State Street Investment Hub
  • NAV / 1-Day Return 12.38  /  +1.31 %
  • Total Assets 269.5 Mil
  • Adj. Expense Ratio
    0.400%
  • Expense Ratio 0.400%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 10.0 Mil
  • Status Open
  • TTM Yield 0.84%
  • Turnover 39%

USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 11:45 PM GMT+0

Morningstar’s Analysis SUSIX

Will SUSIX outperform in future?

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

  • Process Pillar

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

  • People Pillar

    The People Pillar is our evaluation of the SUSIX 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 SUSIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

State Street Instl US Equity Inv’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SUSIX

More SUSIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.35 19.5 Mil
Technology

NVIDIA Corp

6.30 16.7 Mil
Technology

Apple Inc

5.30 14.1 Mil
Technology

Alphabet Inc Class A

4.72 12.6 Mil
Communication Services

Amazon.com Inc

4.58 12.2 Mil
Consumer Cyclical

Meta Platforms Inc Class A

2.84 7.5 Mil
Communication Services

State Street Instl US Govt MMkt Premier

2.23 5.9 Mil
Cash and Equivalents

Merck & Co Inc

1.94 5.2 Mil
Healthcare

UnitedHealth Group Inc

1.93 5.1 Mil
Healthcare

Broadcom Inc

1.92 5.1 Mil
Technology