State Street is trading at 318.96 as of the 19th of July 2025; that is 0.08% down since the beginning of the trading day. The fund's open price was 319.22. State Street has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
The fund 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. The index is constructed to provide a comprehensive and unbiased barometer of the extended broad market beyond the SP 500 exposure.. More on State Street Smallmid
State Street Smallmid [SSMJX] is traded in USA and was established 19th of July 2025. 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 76.97 M in assets with minimum initial investment of 2 K. State Street Smallmid is currently producing year-to-date (YTD) return of 4.21% with the current yeild of 0.02%, while the total return for the last 3 years was 14.91%.
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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
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.