State Street Small-Cap Equity V.I.S. FundSSSEX

MUTUAL FUNDState Street
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$21.2M
Expense ratio
1.42%
1-year return
+7.7%
3 years, a year
+6.1%
5 years, a year
+2.2%
Holdings
331

What it aims to do.

The investment objective of the State Street Small-Cap Equity V.I.S. Fund (the Fund) is long-term growth of capital.

Top 10 holdings.

Holding% of fund
State Street Global Advisors5.61%
MSA MSA Safety Inc1.37%
CSW CSW Industrials Inc1.30%
EPAC Enerpac Tool Group Corp1.20%
DAR Darling Ingredients Inc1.20%
IDA IDACORP Inc1.12%
AIT Applied Industrial Technologies Inc1.07%
NGVT Ingevity Corp1.06%
MUSA Murphy USA Inc1.05%
BOOT Boot Barn Holdings Inc1.01%

More on SSSEX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.