About SIVIX
The State Street Institutional Small-Cap Equity Fund Investment Class is a mutual fund designed to achieve long-term capital growth by investing primarily in small-capitalization U.S. equities. Utilizing a multi-sub-adviser approach, the fund integrates growth, value, and core investment styles, thereby broadening its opportunity set within the small-cap space and seeking to balance risk and return across diverse market environments. The fund’s portfolio is diversified across various economic sectors, with notable allocations to industries such as consumer defensive, industrials, technology, financial services, and healthcare. Managed by SSGA Funds Management, Inc., the fund maintains a cost advantage relative to peers, supported by a competitive expense ratio and a contractual expense cap through January 2026. With a minimum investment geared toward institutional investors, the fund plays a significant role in providing professional small-cap exposure, aiming to capture the growth potential of emerging and lesser-known U.S. companies while leveraging the scale and resources of an established asset manager.
Fund Family State Street Investment Management
Category Small Blend
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol SIVIX
Share Class Investment Class
Index Russell 2000 TR
SIVIX had a total return of 8.52% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.72%.
