SUSIX Mutual Fund
SUSIX Mutual Fund
SUSIX Mutual Fund
State Street Institutional US Equity Fund Investment Class
SUSIX Mutual Fund Overview
SUSIX Mutual Fund (State Street Institutional US Equity Fund Investment Class) is managed by SPDR State Street Global Advisors with $342.4M in net assets. SUSIX expense ratio is 0.38%, holding 99 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 1997-11-25.
SUSIX performance shows a YTD return of 7.44%. The 1-year return is 15.58% and the 5-year return is 11.97%. SUSIX dividend yield stands at 7.05%, paid annually.
SUSIX top holdings include Nvidia Corp. (8.5%), Microsoft Corp (5.4%), Apple, Inc (5.2%), Alphabet Inc. C (5.1%), Amazon.Com Inc (4.5%). Go to all SUSIX holdings, SUSIX sectors, or SUSIX dividends.
SUSIX can be compared against other funds. Use SUSIX overlap to find shared positions, or SUSIX vs another fund for a side-by-side view. SUSIX alternatives are available via the screener, along with tax-loss harvesting opportunities.