State Street Instl Small-Cap Equity Inv (SIVIX)

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

--

• 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 Advisor Services All Funds Available
• Schwab Retirement Only
• Schwab Advisor Services Mutual Fund OneSource & Other NTF Funds
• Kestra Financial
• Commonwealth (PPS Access Program)
• Commonwealth (NTF - PPS/Advisory)
• Commonwealth (PPS/Advisory)
• Allowab (non-advisory)
• Schwab Advisor Services Transaction-Fee Funds
• Schwab (Non Transaction Fee)
• Schwab Advisor Services Institutional Share Class Funds
• Schwab Advisor Services Funds for Transfer, Custody and Redemption Only

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.