Skip to Content

State Street Instl US Equity Svc SUSSX

Medalist Rating as of | See State Street Investment Hub
  • NAV / 1-Day Return 14.45  /  +0.91 %
  • Total Assets 271.0 Mil
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.650%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 10.0 Mil
  • Status Open
  • TTM Yield 0.46%
  • Turnover 39%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 11:16 PM GMT+0

Morningstar’s Analysis SUSSX

Will SUSSX outperform in future?

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

State Street Instl US Equity Svc’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its 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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SUSSX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 37.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.40 18.9 Mil
Technology

Apple Inc

5.39 13.8 Mil
Technology

NVIDIA Corp

5.00 12.8 Mil
Technology

Amazon.com Inc

4.28 11.0 Mil
Consumer Cyclical

Alphabet Inc Class A

4.26 10.9 Mil
Communication Services

State Street Instl US Govt MMkt Premier

3.44 8.8 Mil
Cash and Equivalents

Meta Platforms Inc Class A

2.98 7.6 Mil
Communication Services

Bank of America Corp

2.05 5.3 Mil
Financial Services

Merck & Co Inc

1.89 4.8 Mil
Healthcare

Broadcom Inc

1.88 4.8 Mil
Technology