State Street Institutional Small-Cap Equity FundSIVIX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$468.3M
Expense ratio
0.75%
1-year return
+8.4%
3 years, a year
+6.8%
5 years, a year
+2.8%
Holdings
331
What it aims to do.
The investment objective of the State Street Institutional Small-Cap Equity Fund (the Fund) is to seek long-term growth of capital.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| State Street Global Advisors | 4.37% |
| MSA MSA Safety Inc | 1.40% |
| CSW CSW Industrials Inc | 1.27% |
| DAR Darling Ingredients Inc | 1.21% |
| EPAC Enerpac Tool Group Corp | 1.16% |
| IDA IDACORP Inc | 1.13% |
| AIT Applied Industrial Technologies Inc | 1.07% |
| NGVT Ingevity Corp | 1.07% |
| MUSA Murphy USA Inc | 1.06% |
| BOOT Boot Barn Holdings Inc | 1.02% |
More on SIVIX.
- SIVIX overview
- SIVIX holdings
- SIVIX risk
- SIVIX costs
- SIVIX money in and out
- SIVIX share classes
- Compare SIVIX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.