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 SPDR State Street Global Advisors with $536.7M 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 12.89%. The 1-year return is 19.65% and the 5-year return is 5.34%. SIVIX dividend yield stands at 15.21%, 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%). View all SIVIX holdings, sector breakdown, or dividend history.
SIVIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SIVIX alternatives are available via the screener, along with tax-loss harvesting opportunities.