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Morningstar

State Street Instl Small-Cap Equity Svc SSQSX

Morningstar Medalist Rating
Medalist Rating as of | See State Street Investment Hub
  • NAV / 1-Day Return 17.10  /  2.83 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 10,000,000
  • Status Open
  • TTM Yield —
  • Turnover 30%

USD | NAV as of Dec 02, 2023 | 1-Day Return as of Dec 02, 2023, 12:16 AM GMT+0

Morningstar’s Analysis SSQSX

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

People Pillar

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

A strong management team and sound investment process underpin State Street Instl Small-Cap Equity Svc's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SSQSX

More SSQSX Holdings
  • Current Portfolio Date
  • Equity Holdings 271
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 12.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
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—