Nasdaq - Delayed Quote USD

State Street Instl Small-Cap Equity Inv (SIVIX)

17.56
+0.26
+(1.50%)
At close: 8:06:55 AM EST

Investment Information

Min Initial Investment
10,000,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Schwab Institutional
  • JPMorgan
  • TD Ameritrade Trust Company
  • (Junk)CommonWealth PPS
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Schwab Institutional Only
  • CommonWealth NTF
  • SunGard Transaction Network
  • Bear Stearns No-Load Transaction Fee
  • Commonwealth Universe
  • Robert W. Baird & Co.
  • DailyAccess Corporation RTC
  • DailyAccess Corporation FRIAG
  • Ameritas NTFN
  • Scottrade TF
  • Scottrade NTF
  • Matrix Financial Solutions
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Met Life Resources MFSP Alliance List
  • Bear Stearns
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NTF
  • JP MORGAN LOAD
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • ADP Access OFA
  • DailyAccess Corporation Mid-Atlantic
  • Investacorp NTF
  • Nationwide Retirement Flexible Advantage
  • JP Morgan No Load
  • DailyAccess Corporation Matrix
  • DailyAccess Corporation MATC
  • Schwab All (Retail, Instl, Retirement)
  • Schwab Retirement Only
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Allowab (non-advisory)

Fund Summary

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.

Fund Overview

Category Small Blend
Fund Family State Street Global Advisors
Net Assets 757.38M
YTD Return 10.86%
Yield 0.85%
Morningstar Rating
Inception Date Aug 03, 1998

Performance & Risk

YTD Return 2.91%
5y Average Return 8.69%
Rank in Category (ytd) 51
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.05
Morningstar Risk Rating

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