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

Morningstar Medalist Rating
  • NAV / 1-Day Return$17.33  /  −0.52%
  • Fund Size$318.7M
  • Adjusted Expense Ratio0.630%
  • Net Expense Ratio0.630%
  • Fee Level: DistributionBelow Average
  • Share Class TypeInstitutional
  • Morningstar CategoryLarge Blend
  • Equity Style Box (Funds)Large Blend
  • Minimum Initial Investment$10M
  • Investment StatusOpen
  • TTM Yield0.14%
  • Turnover Ratio43%

Morningstar’s Analysis SUSSX

Will SUSSX outperform in the future?

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

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.

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Portfolio Holdings SUSSX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings42.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.6829M
Technology

Microsoft Corp

6.4321M
Technology

Apple Inc

5.5718M
Technology

Amazon.com Inc

4.4415M
Consumer Cyclical

Alphabet Inc Class A

4.3614M
Communication Services

Broadcom Inc

3.1710M
Technology

State Street Instl US Govt MMkt Premier

2.8910M
Cash and Equivalents

Meta Platforms Inc Class A

2.769M
Communication Services

Future on E-mini S&P 500 Futures

2.558M
—

Micron Technology Inc

2.458M
Technology

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