Morningstar

State Street Institutional U.S. Equity Fund Investment Class SUSIX

Medalist Rating as of Sep 30, 2026 See State Street Investment Hub

Strategy

The investment seeks long-term growth of capital. The fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) under normal circumstances in equity securities of U.S. companies, such as common and preferred stocks.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SUSIX	State Street Institutional U.S. Equity Fund Investment Class	Institutional	Open			Nov 25, 1997	$318.52M	0.380%	Low	$10M	−$37.29M
SUSSX	State Street Institutional U.S. Equity Fund Service Class	Institutional	Open			Jan 3, 2001	$147,357.00	0.630%	Below Average	$10M	−$301.76

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