Morningstar

State Street Institutional Small-Cap Equity Fund Investment Class SIVIX

Medalist Rating as of Aug 31, 2026 See State Street Investment Hub

Strategy

The investment seeks long-term growth of capital. The fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) under normal circumstances in equity securities of small-cap companies, such as common and preferred stocks. It defines a small-cap company as one with a market capitalization that, at the time of initial investment, falls between (a) the market capitalization of the smallest company in the Russell 2000® Index and (b) either the larger of the market capitalization of the largest company in the Russell 2000® Index or $3.0 billion.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SIVIX	State Street Institutional Small-Cap Equity Fund Investment Class	Institutional	Open			Aug 3, 1998	$449.26M	0.750%	Low	$10M	−$73.05M
SSQSX	State Street Institutional Small-Cap Equity Fund Service Class	Institutional	Open			Sep 30, 2005	$1.16M	1.000%	Above Average	$10M	−$891,369.86

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