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.
State Street Institutional Small-Cap Equity Fund Service Class SSQSX
- NAV / 1-Day Return 16.35 / −0.30 %
- Total Assets 522.0M
-
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 10M
- Status Open
- TTM Yield 0.19%
- Turnover 45%
USD | NAV as of Jun 17, 2026 | 1-Day Return as of Jun 17, 2026, 12:11 AM GMT+0
Morningstar’s Analysis SSQSX
Will SSQSX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 13.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
State Street Instl US Govt MMkt Instl | 7.49 | 36M | Cash and Equivalents |
E-Mini Russ 2000 Jun26 Xcme 20260618 | 2.89 | 14M | — |
MSA Safety Inc | 1.45 | 7M | Industrials |
CSW Industrials Inc | 1.35 | 6M | Industrials |
Extreme Networks Inc | 1.32 | 6M | Technology |
Enerpac Tool Group Corp Class A | 1.23 | 6M | Industrials |
Boot Barn Holdings Inc | 1.16 | 6M | Consumer Cyclical |
Louisiana-Pacific Corp | 1.13 | 5M | Industrials |
Darling Ingredients Inc | 1.09 | 5M | Consumer Defensive |
Dorman Products Inc | 1.06 | 5M | Consumer Cyclical |
United States