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State Street Instl Small-Cap Equity Svc SSQSX

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%

Morningstar’s Analysis SSQSX

Will SSQSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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.

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Portfolio Holdings SSQSX

  • 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
Sector

State Street Instl US Govt MMkt Instl

6.08
58,525,739
Cash and Equivalents
1.59
15,325,582
Industrials
1.58
15,210,158
Consumer Defensive
1.42
13,620,269
Industrials
1.37
13,221,717
Consumer Defensive
1.25
12,074,861
Industrials
1.19
11,406,450
Basic Materials
1.13
10,835,964
Industrials
1.03
9,942,513
Industrials

E-Mini Russ 2000 Dec23 Xcme 20231215

0.99
9,509,880