Morningstar

State Street Institutional Small-Cap Equity Fund Service Class SSQSX

Morningstar Medalist Rating
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Medalist Rating as of See State Street Investment Hub
  • NAV / 1-Day Return $16.12  /  −0.43 %
  • Fund Size $450.4M
  • Adjusted Expense Ratio 1.000%
  • Net Expense Ratio 1.000%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $10M
  • Investment Status Open
  • TTM Yield 0.19%
  • Turnover Ratio 45%
NAV and 1-Day Return as of

Morningstar’s Analysis SSQSX

Will SSQSX 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

State Street Instl Small-Cap Equity Svc holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SSQSX

More SSQSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

State Street Instl US Govt MMkt Instl

8.36 34M
Cash and Equivalents

E-Mini Russ 2000 Dec26 Xcme 20261218

3.82 15M
—

Dorman Products Inc

1.82 7M
Consumer Cyclical

MSA Safety Inc

1.79 7M
Industrials

Enerpac Tool Group Corp Class A

1.78 7M
Industrials

CSW Industrials Inc

1.75 7M
Industrials

Darling Ingredients Inc

1.56 6M
Consumer Defensive

Kadant Inc

1.42 6M
Industrials

US Physical Therapy Inc

1.41 6M
Healthcare

Crane NXT Co

1.36 6M
Industrials

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