Morningstar

State Street Institutional U.S. Equity Fund Service Class SUSSX

Morningstar Medalist Rating
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Medalist Rating as of See State Street Investment Hub
  • NAV / 1-Day Return $17.43  /  −0.46 %
  • Fund Size $319.9M
  • Adjusted Expense Ratio 0.630%
  • Net Expense Ratio 0.630%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $10M
  • Investment Status Open
  • TTM Yield 0.14%
  • Turnover Ratio 43%
NAV and 1-Day Return as of

Morningstar’s Analysis SUSSX

Will SUSSX 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 SUSSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SUSSX 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 SUSSX’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 US Equity Svc 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SUSSX

More SUSSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.99 33M
Technology

Microsoft Corp

6.48 21M
Technology

Alphabet Inc Class A

5.53 18M
Communication Services

Apple Inc

5.48 18M
Technology

Amazon.com Inc

4.69 15M
Consumer Cyclical

Broadcom Inc

3.49 12M
Technology

Meta Platforms Inc Class A

3.36 11M
Communication Services

Micron Technology Inc

3.04 10M
Technology

Advanced Micro Devices Inc

2.41 8M
Technology

Eli Lilly and Co

2.05 7M
Healthcare

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