Nasdaq - Delayed Quote USD

State Street Instl US Equity Inv (SUSIX)

12.30
+0.02
+(0.16%)
At close: 8:04:28 PM EDT
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  • Previous Close 12.28
  • YTD Return -5.98%
  • Expense Ratio 0.39%
  • Category Large Blend
  • Last Cap Gain 47.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 284.4M
  • Beta (5Y Monthly) 0.99
  • Yield 0.86%
  • 5y Average Return --
  • Holdings Turnover 58.00%
  • Last Dividend 0.11
  • Inception Date Nov 25, 1997

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 U.S. companies, such as common and preferred stocks.

State Street Global Advisors

Fund Family

Large Blend

Fund Category

284.4M

Net Assets

1997-11-25

Inception Date

Performance Overview: SUSIX

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Trailing returns as of 5/16/2025. Category is Large Blend.

YTD Return

SUSIX
5.98%
Category
5.31%
 

1-Year Return

SUSIX
9.03%
Category
20.31%
 

3-Year Return

SUSIX
12.48%
Category
6.48%
 

5-Year Return

SUSIX
15.46%
Category
11.78%
 

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Holdings: SUSIX

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Sector Weightings

SectorSUSIX
Technology   33.55%
Healthcare   11.54%
Industrials   8.36%
Utilities   2.58%
Energy   2.58%
Real Estate   2.08%

Recent News: SUSIX

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Research Reports: SUSIX

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