State Street Institutional Small-Cap Equity Fund Service Class
SSQSX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 1600 Summer Street Stamford CT United States of America 06905
- IPO Date
- Sep 30, 2005
- CIK
- 0001040061
- Website
- ssga.com
- Similar Companies
- Business
- State Street Institutional Small-Cap Equity Fund Service Class (SSQSX) is an open-end mutual fund that seeks long-term growth of capital by investing at least 80% of its net assets in equity securities of small-cap companies, including common and preferred stocks; it defines small-cap companies as those with market capitalizations between the smallest company in the Russell 2000 Index and the larger of the largest Russell 2000 company or $3.0 billion at the time of investment. The fund employs a multi-sub-adviser strategy combining growth, value, and core styles, with SSGA Funds Management, Inc. allocating assets among sub-advisers such as Champlain Investment Partners, LLC, Kennedy Capital Management LLC, Palisade Capital Management, LP, SouthernSun Asset Management, LLC, and Westfield Capital Management Company, L.P.; it may also invest up to 20% of net assets in securities outside the small-cap range, up to 10% in foreign securities, up to 20% in debt securities including up to 10% below investment grade, and use derivatives like futures, options, and forwards for exposure or hedging. Targeted at institutional investors such as defined contribution plans with minimum assets of $25 million, qualified college savings plans, and omnibus accounts through authorized intermediaries, the fund operates primarily in U.S. markets with limited non-U.S. exposure (0.74% as of recent data) across sectors like industrials (23.17%), financials (16.31%), information technology (15.12%), consumer discretionary (12.15%), and health care (12.07%); it was incepted on September 30, 2005, with headquarters for its adviser SSGA Funds Management, Inc. in Boston, Massachusetts. Recent updates include a contractual fee waiver and expense reimbursement by SSGA Funds Management, Inc. until January 31, 2026, capping total annual operating expenses (excluding certain items) at 0.75% of average daily net assets for enhanced cost efficiency; the Service Class maintains a net expense ratio of 1.00% and gross expense ratio of 1.14%, with no front-end or deferred loads and a minimum initial investment of $10 million. The fund, part of the State Street Institutional Funds managed under State Street Global Advisors (now State Street Investment Management), reflects parent company State Street Corporation's broader strategic shifts, such as the February 2025 restructuring of its IFDS joint venture with SS&C Technologies to streamline European transfer agency operations in Ireland and Luxembourg, and the acquisition of Mizuho's global custody business to expand custody capabilities. As of September 30, 2025, the fund held 330 securities with a weighted average market cap of $5.826 billion, active share of 79%, and total net assets for the broader fund complex around $509-539 million USD.