Morningstar

State Street Small/Mid Cap Equity Index Portfolio SSMHX

Morningstar Medalist Rating
Medalist Rating as of | See State Street Investment Hub
  • NAV / 1-Day Return 386.28  /  +1.34 %
  • Total Assets 2.9B
  • Adj. Expense Ratio
    0.010%
  • Expense Ratio 0.010%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.13%
  • Turnover 26%

USD | NAV as of Jul 10, 2026 | 1-Day Return as of Jul 10, 2026, 1:10 AM GMT+0

Morningstar’s Analysis SSMHX

Will SSMHX outperform in the 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 SSMHX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

State Street Small/Mid Cap Equity Index holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SSMHX

More SSMHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Marvell Technology Inc

2.08 62M
Technology

Snowflake Inc Ordinary Shares

1.01 30M
Technology

Spotify Technology SA

0.92 27M
Communication Services

Cloudflare Inc

0.91 27M
Technology

Rocket Lab Corp

0.84 25M
Industrials

Bloom Energy Corp Class A

0.73 22M
Industrials

Ssi Us Gov Money Market Class State Street Inst Us Gov

0.69 21M
Cash and Equivalents

Flex Ltd

0.66 20M
Technology

Strategy Inc Class A

0.59 18M
Technology

Anglogold Ashanti PLC

0.58 17M
Basic Materials

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