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State Street Institutional Small-cap Equity Fund Investment Class (SIVIX)

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18.90 +0.05    +0.27%
27/09 - Closed. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Issuer:  State Street Global Advisors
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 759.94M
State Street Instl Small-Cap Equity Inv 18.90 +0.05 +0.27%

SIVIX Overview

 
Find basic information about the State Street Institutional Small-cap Equity Fund Investment Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add SIVIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change12.81%
Prev. Close18.85
Risk Rating
TTM Yield0.63%
ROE10.14%
IssuerState Street Global Advisors
Turnover22%
ROA3.11%
Inception Date36010
Total Assets759.94M
Expenses0.75%
Min. Investment10,000,000
Market Cap3.86B
CategorySmall Blend
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State Street Institutional Small-cap Equity Fund Investment Class Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1095 1064 1148 1087 1661 2307
Fund Return 9.48% 6.39% 14.8% 2.81% 10.68% 8.72%
Place in category 366 300 480 292 237 114
% in Category 59 50 82 54 48 29

Top Equity Funds by State Street Global Advisors

  Name Rating Total Assets YTD% 3Y% 10Y%
  State Street Equity 500 Index II 12.56B 19.52 9.33 12.92
  State Street Equity 500 Index K 6.68B 19.52 9.34 -
  State Street Hedged Intl Dev Eq Idx 3.65B 14.18 10.22 -
  State Street Global Eq ex-US Index 1.85B 10.81 1.73 -
  SSgA S&P 500 Index N 1.52B 19.39 9.22 12.84

Top Funds for Small Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Small Cap Index Adm 55.65B 10.19 2.59 8.83
  Fidelity Small Cap Index Instl Pre 27.28B 10.45 0.72 8.18
  Vanguard Small Cap Index I 22.65B 10.20 2.60 8.84
  DFA US Small Cap I 16.54B 9.96 5.52 8.94
  Vanguard Small Cap Index InstlPlus 11.19B 10.20 2.61 8.85

Top Holdings

Name ISIN Weight % Last Change %
  MGP Ingredients US55303J1060 2.02 82.63 +0.82%
E-Mini Russ 2000 Sep24 Xcme 20240920 - 1.89 - -
  Enerpac Tool Group US2927651040 1.80 41.86 +0.36%
  Brinks US1096961040 1.29 114.35 +1.19%
  Belden US0774541066 1.28 115.87 -0.89%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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