State Street Institutional U.S. Equity Fund Service Class
SUSSX
NASDAQ
| Weiss Ratings | SUSSX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | SUSSX-NASDAQ | Click to Compare |
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| Provider | State Street Investment Management | |||
| Manager/Tenure (Years) | Chris Sierakowski (9), Paul Nestro (7), Michael J. Solecki (6) | |||
| Website | http://statestreet.com/im | |||
| Fund Information | SUSSX-NASDAQ | Click to Compare |
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| Fund Name | State Street Institutional U.S. Equity Fund Service Class | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Jan 03, 2001 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 10,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | SUSSX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.16% | |||
| Dividend | SUSSX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.28% | |||
| Asset Allocation | SUSSX-NASDAQ | Click to Compare |
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| Cash | 4.34% | |||
| Stock | 95.67% | |||
| U.S. Stock | 94.76% | |||
| Non-U.S. Stock | 0.91% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | SUSSX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.74% | |||
| 30-Day Total Return | -3.74% | |||
| 60-Day Total Return | -6.46% | |||
| 90-Day Total Return | -5.47% | |||
| Year to Date Total Return | -5.36% | |||
| 1-Year Total Return | 21.43% | |||
| 2-Year Total Return | 23.66% | |||
| 3-Year Total Return | 64.93% | |||
| 5-Year Total Return | 68.65% | |||
| Price | SUSSX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | SUSSX-NASDAQ | Click to Compare |
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| Nav | $15.18 | |||
| 1-Month Low NAV | $14.63 | |||
| 1-Month High NAV | $15.87 | |||
| 52-Week Low NAV | $12.29 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $17.12 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | SUSSX-NASDAQ | Click to Compare |
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| Beta | 1.00 | |||
| Standard Deviation | 12.24 | |||
| Balance Sheet | SUSSX-NASDAQ | Click to Compare |
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| Total Assets | 319.88M | |||
| Operating Ratios | SUSSX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.63% | |||
| Turnover Ratio | 43.00% | |||
| Performance | SUSSX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 18.64% | |||
| Last Bear Market Total Return | -15.77% | |||