SIVIX Mutual Fund
SIVIX Mutual Fund
SIVIX Mutual Fund
State Street Institutional Small-Cap Equity Fund Investment Class
SIVIX Mutual Fund Overview
SIVIX Mutual Fund (State Street Institutional Small-Cap Equity Fund Investment Class) is managed by State Street Investment Management with $446.6M in net assets. SIVIX expense ratio is 0.75%, holding 285 positions across sectors including Industrials, Financials, Information Technology. Inception date: 1998-08-03.
SIVIX performance shows a YTD return of 10.46%. The 1-year return is 11.99% and the 5-year return is 3.95%. SIVIX dividend yield stands at 0.49%, paid annually.
SIVIX top holdings include State Street Institutional U.S. Government Money Market Fund - Institutional Class (5.5%), E-Mini Russ 2000 Sep26 Xcme 20260918 09/18/2026 (2.6%), Msa Safety Inc (1.8%), Csw Industrials, Inc. (1.5%), Enerpac Tool Group Corp (1.5%). Go to all SIVIX holdings, SIVIX sectors, or SIVIX dividends.
SIVIX can be compared against other funds. Use SIVIX overlap to find shared positions, or SIVIX vs another fund for a side-by-side view. SIVIX alternatives are available via the screener, along with tax-loss harvesting opportunities.