State Street Institutional Small-Cap Equity Fund Investment Class (SIVIX) Research
The fund's core objective is to deliver substantial capital growth over an extended period. To fulfill this aim, it typically allocates a minimum of 80% of its net assets, along with any funds borrowed for investment, to the equity securities—such as common and preferred shares—of small-capitalization companies under ordinary market conditions. For the purpose of this strategy, a small-cap company is defined by its market capitalization at the initial time of purchase: it must be larger than that of the smallest company in the Russell 2000® Index, and smaller than or equal to the higher value between the market capitalization of the largest company in the Russell 2000® Index and $3.0 billion.
Market snapshot
- Symbol
- SIVIX
- Price
- $16.51
- Day change
- +1.91%
- Market cap
- $511.1M
- 52-week range
- 14.2-17.81
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- CRM Mid Cap Value Inv (CRMMX)
- Nationwide Mid Cap Market Index Fund Class A (GMXAX)
- Nationwide Mid Cap Market Index Fund Class R (GMXRX)
- Virtus SGA Emerging Markets Equity Fund - A (HEMZX)
- Virtus Vontobel Emerging Markets Opportunities Fund I (HIEMX)
- Heartland Mid Cap Value Fund Institutional Class (HNMDX)
- Heartland Mid Cap Value Fund Investor Class (HRMDX)
- State Street Institutional Small-Cap Equity Fund Service Class (SSQSX)
Open State Street Institutional Small-Cap Equity Fund Investment Class (SIVIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.