State Street Institutional Fund Quote
| SIVIX Fund | USD 20.30 0.13 0.64% |
Performance11 of 100
| Odds Of DistressLess than 18
|
State Street is trading at 20.30 as of the 12th of December 2024; that is 0.64 percent up since the beginning of the trading day. The fund's open price was 20.17. State Street has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 12th of November 2024 and ending today, the 12th of December 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 small-cap companies, such as common and preferred stocks. It defines a small-cap company as one with a market capitalization that, at the time of initial investment, falls between the market capitalization of the smallest company in the Russell 2000 Index and either the larger of the market capitalization of the largest company in the Russell 2000 Index or 3.0 billion.. More on State Street Institutional
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State Mutual Fund Highlights
| Fund Concentration | State Street Global Advisors Funds, Large Funds, Small Blend Funds, Small Blend, State Street Global Advisors (View all Sectors) |
| Update Date | 31st of December 2024 |
State Street Institutional [SIVIX] is traded in USA and was established 12th of December 2024. State Street is listed under State Street Global Advisors category by Fama And French industry classification. The fund is listed under Small Blend category and is part of State Street Global Advisors family. This fund at this time has accumulated 1.53 B in assets with no minimum investment requirementsState Street Institu is currently producing year-to-date (YTD) return of 17.98% with the current yeild of 0.01%, while the total return for the last 3 years was 5.49%.
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
| TRN | Trinity Industries | Stock | Industrials | |
| DY | Dycom Industries | Stock | Industrials | |
| BDC | Belden Inc | Stock | Information Technology | |
| QLYS | Qualys Inc | Stock | Information Technology | |
| TKR | Timken Company | Stock | Industrials | |
| SXT | Sensient Technologies | Stock | Materials | |
| RGEN | Repligen | Stock | Health Care | |
| MGPI | MGP Ingredients | Stock | Consumer Staples |
State Street Institu Risk Profiles
| Mean Deviation | 0.7584 | |||
| Semi Deviation | 0.5865 | |||
| Standard Deviation | 1.1 | |||
| Variance | 1.21 |
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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