Nasdaq - Delayed Quote USD

State Street Instl Small-Cap Equity Inv (SIVIX)

16.19
-0.06
(-0.37%)
At close: May 30 at 8:04:22 PM EDT
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  • Previous Close 16.25
  • YTD Return -10.95%
  • Expense Ratio 0.75%
  • Category Small Blend
  • Last Cap Gain 35.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 614.31M
  • Beta (5Y Monthly) 1.11
  • Yield 0.94%
  • 5y Average Return --
  • Holdings Turnover 38.00%
  • Last Dividend 0.16
  • Inception Date Sep 30, 2005

The fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) under normal circumstances in equity securities of small-cap companies, such as common and preferred stocks. It defines a small-cap company as one with a market capitalization that, at the time of initial investment, falls between (a) the market capitalization of the smallest company in the Russell 2000® Index and (b) either the larger of the market capitalization of the largest company in the Russell 2000® Index or $3.0 billion.

State Street Global Advisors

Fund Family

Small Blend

Fund Category

614.31M

Net Assets

2005-09-30

Inception Date

More about State Street Instl Small-Cap Equity Inv

Performance Overview: SIVIX

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Trailing returns as of 5/30/2025. Category is Small Blend.

YTD Return

SIVIX
10.95%
Category
20.19%
 

1-Year Return

SIVIX
0.06%
Category
60.18%
 

3-Year Return

SIVIX
4.15%
Category
11.32%
 

5-Year Return

SIVIX
11.14%
Category
13.88%
 

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Holdings: SIVIX

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Sector Weightings

SectorSIVIX
Industrials   22.38%
Financial Services   16.65%
Technology   16.27%
Healthcare   12.29%
Consumer Cyclical   12.11%
Consumer Defensive   7.71%
Basic Materials   4.76%
Real Estate   3.12%
Energy   2.14%
Utilities   1.84%
Communication Services   0.74%
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Recent News: SIVIX

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Research Reports: SIVIX

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