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 $324.7M 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 6.47%. The 1-year return is 18.35% and the 5-year return is 16.79%. SUSIX dividend yield stands at 7.11%, paid annually.
SUSIX top holdings include Nvidia Corp (8.5%), Microsoft Corp 4.100 Feb 06 37 (5.4%), Apple Inc (5.2%), Alphabet Inc series C (5.1%), Amazon.Com Inc (4.5%). View all SUSIX holdings, sector breakdown, or dividend history.
SUSIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SUSIX alternatives are available via the screener, along with tax-loss harvesting opportunities.