State Street Smallmid Fund Quote
| SSMHX Fund | USD 357.88 0.64 0.18% |
Performance20 of 100
| Odds Of DistressLess than 16
|
State Street is trading at 357.88 as of the 4th of December 2024; that is 0.18% down since the beginning of the trading day. The fund's open price was 358.52. State Street has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for State Street Smallmid are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of November 2024 and ending today, the 4th of December 2024. Click here to learn more.
The portfolio uses a passive management strategy designed to track the performance of the index. The index is a float-adjusted, market capitalization index which measures the performance of the Russell 3000 Index companies excluding SP 500 constituents. More on State Street Smallmid
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State Mutual Fund Highlights
| Fund Concentration | State Street Global Advisors Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, State Street Global Advisors, Large, Mid-Cap Growth (View all Sectors) |
| Update Date | 31st of December 2024 |
State Street Smallmid [SSMHX] is traded in USA and was established 4th of December 2024. State Street is listed under State Street Global Advisors category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of State Street Global Advisors family. This fund at this time has accumulated 354.97 M in assets with no minimum investment requirementsState Street Smallmid is currently producing year-to-date (YTD) return of 26.24% with the current yeild of 0.01%, while the total return for the last 3 years was 5.17%.
Check State Street Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on State Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding State Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as State Street Smallmid Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top State Street Smallmid Mutual Fund Constituents
| BMRN | Biomarin Pharmaceutical | Stock | Health Care | |
| SBAC | SBA Communications Corp | Stock | Real Estate | |
| FLT | Fleetcor Technologies | Stock | Financials | |
| NOW | ServiceNow | Stock | Information Technology | |
| FRC | FIRST REP BK | Stock | Financials | |
| TMUS | T Mobile | Stock | Communication Services | |
| ZM | Zoom Video Communications | Stock | Information Technology | |
| WDAY | Workday | Stock | Information Technology |
State Street Top Holders
| SSFJX | State Street Target | Mutual Fund | Target-Date 2065+ | |
| SSFKX | State Street Target | Mutual Fund | Target-Date 2065+ | |
| SSDDX | State Street Target | Mutual Fund | Target-Date 2045 | |
| SSDLX | State Street Target | Mutual Fund | Target-Date 2050 | |
| SSMLX | State Street Smallmid | Mutual Fund | Mid-Cap Blend | |
| SSCJX | State Street Target | Mutual Fund | Target-Date 2035 | |
| SSBYX | State Street Target | Mutual Fund | Target-Date 2030 | |
| SSBSX | State Street Target | Mutual Fund | Target-Date 2025 |
State Street Smallmid Risk Profiles
| Mean Deviation | 0.7516 | |||
| Semi Deviation | 0.7021 | |||
| Standard Deviation | 1.08 | |||
| Variance | 1.16 |
State Street Against Markets
Other Information on Investing in State Mutual Fund
State Street financial ratios help investors to determine whether State Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in State with respect to the benefits of owning State Street security.
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| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
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