Morningstar

State Street Small/Mid Cap Equity Index Fund Class I SSMLX

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

Strategy

The investment seeks to provide investment results that, before expenses, correspond generally to the total return of the Russell Small Cap Completeness Index that tracks the performance of mid- to small- capitalization exchange traded U.S. equity securities. The fund uses a passive management strategy designed to track the performance of the index. The index is a float-adjusted, market capitalization index which measures the performance of the Russell 3000® Index companies excluding S&P 500® constituents. The index is constructed to provide a comprehensive and unbiased barometer of the extended broad market beyond the S&P 500 exposure.

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
SSMLX	State Street Small/Mid Cap Equity Index Fund Class I	Institutional	Open			Oct 16, 2015	$11.53M	0.245%	Low	$0	$228,083.99
SSMJX	State Street Small/Mid Cap Equity Index Fund Class A	Front Load	Open			Oct 16, 2015	$40.64M	0.495%	Low	$2,000	−$2.58M
SSMKX	State Street Small/Mid Cap Equity Index Fund Class K	Retirement, Large	Open			Aug 12, 2015	$786.70M	0.045%	Low	$0	$7.98M

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