Advertisement
Skip to Content
Morningstar

State Street Instl Premier Growth Eq Inv SSPGX

Morningstar Analyst Rating
Quantitative rating as of | See State Street Investment Hub
  • NAV / 1-Day Return 0.52  /  1.89 %
  • Total Assets 28.0 Mil
  • Adj. Expense Ratio
    0.510%
  • Expense Ratio 0.590%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 10,000,000
  • Status Limited
  • TTM Yield 0.00
  • Turnover 41%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis SSPGX

Will SSPGX 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 SSPGX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

Summary

|

An incline in People Pillar rating is the primary driver of State Street Instl Premier Growth Eq Inv's upgrade to a Morningstar Quantitative Rating of Silver from Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

Unlock our full analysis with Morningstar Investor