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State Street Instl Small-Cap Equity Svc (SSQSX)

16.08 +0.09 (+0.56%)
At close: 8:07:36 AM EST
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  • Previous Close 15.99
  • YTD Return 10.95%
  • Expense Ratio 1.00%
  • Category Small Blend
  • Last Cap Gain 32.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Net Assets 454.43M
  • Beta (5Y Monthly) 1.05
  • Yield 0.19%
  • 5y Average Return --
  • Holdings Turnover 45.00%
  • Last Dividend 0.04
  • Inception Date Sep 30, 2005

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.

State Street Investment Management

Fund Family

Small Blend

Fund Category

454.43M

Net Assets

2005-09-30

Inception Date

Performance Overview

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Trailing returns as of 11/6/2026. Category is Small Blend.

YTD Return

SSQSX
10.95%
Category
20.19%

1-Year Return

SSQSX
11.71%
Category
60.18%

3-Year Return

SSQSX
13.49%
Category
11.32%

5-Year Return

SSQSX
3.70%
Category
13.88%

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