About SUSSX
The State Street Institutional U.S. Equity Fund Service Class is a mutual fund designed to provide exposure to the U.S. equity market, focusing on large-cap companies. Managed by State Street Global Advisors, a major institutional asset manager, the fund seeks to achieve long-term capital growth by investing at least 80% of its net assets in equity securities of U.S. companies. It primarily targets firms with significant market capitalization across diversified sectors, with considerable allocations in technology, consumer cyclical, and communication services industries. The portfolio is constructed with a "large blend" investment style, meaning it holds a mix of growth and value stocks from established U.S. corporations. Notable holdings include leading technology and financial firms such as NVIDIA, Microsoft, Apple, Amazon.com, and JPMorgan Chase. With a relatively concentrated portfolio—over 40% of its assets in its top ten holdings—and an institutional share class structure, the fund caters to investors seeking broad, actively-managed U.S. equity exposure within a disciplined risk framework. Its operating expense ratio and turnover are in line with peer institutional equity funds, positioning it as a significant player in the large-cap U.S. equity mutual fund market.
Fund Family State Street Investment Management
Category Large Blend
Performance Rating Above Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol SUSSX
Share Class Service Class
Index S&P 500 TR
SUSSX had a total return of 14.74% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.49%.
