State Street Institutional Fund Quote
| SIVIX Fund | USD 16.70 0.33 1.94% |
PerformanceGood
| Odds Of DistressLow
|
State Street is trading at 16.70 as of the 16th of July 2025; that is 1.94 percent down since the beginning of the trading day. The fund's open price was 17.03. State Street has less than a 19 % 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 17th of April 2025 and ending today, the 16th of July 2025. 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
Moving together with State Mutual Fund
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 | 30th of June 2025 |
State Street Institutional [SIVIX] is traded in USA and was established 16th of July 2025. 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 0.17% with the current yeild of 0.01%, while the total return for the last 3 years was 10.03%.
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
| BDC | Belden Inc | Stock | Information Technology | |
| THO | Thor Industries | Stock | Consumer Discretionary | |
| WWD | Woodward | Stock | Industrials | |
| AGCO | AGCO Corporation | Stock | Industrials | |
| DY | Dycom Industries | Stock | Industrials | |
| CR | Crane Company | Stock | Industrials | |
| WWW | Wolverine World Wide | Stock | Consumer Discretionary | |
| CLH | Clean Harbors | Stock | Industrials |
State Street Institu Risk Profiles
| Mean Deviation | 0.9409 | |||
| Semi Deviation | 1.15 | |||
| Standard Deviation | 1.28 | |||
| Variance | 1.65 |
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.
| Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| CEOs Directory Screen CEOs from public companies around the world | |
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. |