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Morningstar

State Street Instl US Equity Inv SUSIX

Morningstar Analyst Rating
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%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:20 PM GMT+00:00

Morningstar’s Analysis SUSIX

Will SUSIX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SUSIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the SUSIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of SUSIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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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