State Street Institutional Fund Quote
| SUSIX Fund | USD 14.33 0.06 0.42% |
Performance7 of 100
| Odds Of DistressLess than 20
|
State Street is trading at 14.33 as of the 26th of November 2024; that is 0.42 percent up since the beginning of the trading day. The fund's open price was 14.27. State Street has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for State Street Institutional are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing at least 80 percent of its net assets under normal circumstances in equity securities of U.S. companies, such as common and preferred stocks. More on State Street Institutional
Moving together with State Mutual Fund
| 0.63 | SSAHX | State Street Target | PairCorr |
| 0.69 | SSAJX | State Street Target | PairCorr |
| 0.82 | SSAOX | State Street Target | PairCorr |
Moving against State Mutual Fund
State Mutual Fund Highlights
| Fund Concentration | State Street Global Advisors Funds, Large Blend Funds, Large Blend, State Street Global Advisors (View all Sectors) |
| Update Date | 30th of September 2024 |
State Street Institutional [SUSIX] is traded in USA and was established 26th of November 2024. State Street is listed under State Street Global Advisors category by Fama And French industry classification. The fund is listed under Large Blend category and is part of State Street Global Advisors family. This fund at this time has accumulated 522.74 M in assets with minimum initial investment of 5 M. State Street Institu is currently producing year-to-date (YTD) return of 25.58% with the current yeild of 0.01%, while the total return for the last 3 years was 9.6%.
Check State Street Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on State Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding State Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as State Street Institutional Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top State Street Institutional Mutual Fund Constituents
| MDLZ | Mondelez International | Stock | Consumer Staples | |
| GILD | Gilead Sciences | Stock | Health Care | |
| FRC | FIRST REP BK | Stock | Financials | |
| GS | Goldman Sachs Group | Stock | Financials | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| V | Visa Class A | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| QCOM | Qualcomm Incorporated | Stock | Information Technology |
State Street Institu Risk Profiles
| Mean Deviation | 0.5402 | |||
| Semi Deviation | 0.7007 | |||
| Standard Deviation | 0.7847 | |||
| Variance | 0.6157 |
State Street Against Markets
Other Information on Investing in State Mutual Fund
State Street financial ratios help investors to determine whether State Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in State with respect to the benefits of owning State Street security.
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