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State Street Instl US Equity Inv SUSIX

Quantitative rating as of
  • NAV / 1-Day Return 9.50  /  0.21 %
  • Total Assets 201.3 Mil
  • Adj. Expense Ratio
    0.380%
  • Expense Ratio 0.370%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 10,000,000
  • Status Open
  • TTM Yield 0.76%
  • Turnover 29%

Morningstar’s Analysis SUSIX

Will SUSIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Strength in State Street Instl US Equity Inv’s People Pillar and Parent Pillar underpin this strategy's Morningstar Quantitative Rating of Silver. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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