State Street Instl US Equity Inv holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
State Street Institutional U.S. Equity Fund Investment Class SUSIX
- NAV / 1-Day Return 13.94 / +1.38 %
- Total Assets 334.2M
-
Adj. Expense Ratio
0.380%
- Expense Ratio 0.380%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 10M
- Status Open
- TTM Yield 0.46%
- Turnover 43%
USD | NAV as of Jun 12, 2026 | 1-Day Return as of Jun 12, 2026, 12:11 AM GMT+0
Morningstar’s Analysis SUSIX
Will SUSIX 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 SUSIX 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 SUSIX’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 46.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 9.24 | 33M | Technology |
Alphabet Inc Class A | 6.08 | 22M | Communication Services |
Microsoft Corp | 5.95 | 21M | Technology |
Apple Inc | 5.41 | 19M | Technology |
Amazon.com Inc | 5.31 | 19M | Consumer Cyclical |
Broadcom Inc | 4.17 | 15M | Technology |
Meta Platforms Inc Class A | 3.05 | 11M | Communication Services |
Advanced Micro Devices Inc | 2.88 | 10M | Technology |
JPMorgan Chase & Co | 2.01 | 7M | Financial Services |
Eli Lilly and Co | 1.95 | 7M | Healthcare |
United States