SIVIX Mutual Fund

SIVIX Mutual Fund (State Street Institutional Small-Cap Equity Fund Investment Class) is managed by SPDR State Street Global Advisors with $516.9M in net assets. SIVIX expense ratio is 0.75%, holding 331 positions across sectors including Industrials, Financials, Information Technology. Inception date: 1998-08-03.

SIVIX performance shows a YTD return of 13.90%. The 1-year return is 17.75% and the 5-year return is 5.24%. SIVIX dividend yield stands at 15.34%, paid annually.

SIVIX top holdings include State Street Institutional US Government Money Market Fund (4.4%), Msa Safety Inc (1.4%), Csw Industrials, Inc. (1.3%), Darling Ingredients, Inc. (1.2%), Enerpac Tool Group Corp (1.2%). 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.