State Street Global All Cap Equity ex-U.S.Index Portfolio

Shareclass

State Street Glb All Cap Eq ex-US Idx (SSGVX)

Type

Open-end mutual fund

Manager

State Street

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

53.7

percentile

Universe: Groups

Group: International Equity

Ranking: 511 out of 1,102 funds

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See the impact of your investments

Regular updates on sustainability risks and ethical concerns in everyday investment products

Sustainability report card

As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.

State Street Global All Cap Equity ex-U.S.Index Portfolio SSGVX

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Transurban Group
0.08% of assets
$7.84M invested
2. GPT Group
0.02% of assets
$1.5M invested
3. Storebrand ASA
0.01% of assets
$1.35M invested
4. QBE Insurance Group Ltd
0.06% of assets
$5.54M invested
5. Allianz SE
0.46% of assets
$43.35M invested
6. Sanofi SA
0.36% of assets
$33.36M invested
7. AstraZeneca PLC
0.64% of assets
$60.29M invested
8. Qantas Airways Ltd
0.01% of assets
$1.11M invested
9. ASX Ltd
0.02% of assets
$2.32M invested
10. Viva Energy Group Ltd Ordinary Shares
<0.01% of assets
$320,466 invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. KBC Ancora SA
<0.01% of assets
$672,119 invested
2. Tuas Ltd Ordinary Shares
<0.01% of assets
$258,300 invested
3. ABC-Mart Inc
<0.01% of assets
$500,226 invested
4. Constellation Software Inc
0.21% of assets
$19.78M invested
5. Airport City Ltd
<0.01% of assets
$198,693 invested
6. AFI Properties Ltd
<0.01% of assets
$20 invested
7. Shapir Engineering and Industry Ltd
<0.01% of assets
$207,333 invested
8. Sankyu Inc
<0.01% of assets
$495,048 invested
9. Saizeriya Co Ltd
<0.01% of assets
$241,342 invested
10. Golden Ocean Group Ltd
<0.01% of assets
$266,708 invested

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Top-scoring funds

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Financial performance

Performance data provided by

Find more financial data on SSGVX at Morningstar.com

Gender Equality and Returns

Returns chart for State Street Global All Cap Equity ex-U.S.Index Portfolio

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

SSGVX

State Street Global All Cap Equity ex-U.S.Index Portfolio

Family

State Street

Category

Foreign Large Blend

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 5/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

0.16% more in annualized returns

Lower overall gender equality score

1 / 100 points lower

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

SSGVX

State Street Global All Cap Equity ex-U.S.Index Portfolio

Family

State Street

Category

Foreign Large Blend

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 5/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

0.16% more in annualized returns

Lower overall gender equality score

1 / 100 points lower

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

SSGVX

State Street Global All Cap Equity ex-U.S.Index Portfolio

Family

State Street

Category

Foreign Large Blend

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 5/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

0.16% more in annualized returns

Lower overall gender equality score

1 / 100 points lower

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 5/31/25

Morningstar suggested benchmark: MSCI ACWI Ex USA NR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
SSGVX - State Street Global All Cap Equity ex-U.S.Index Portfolio

13%

9.2%

10%

5.52%

56 / 100 points

Benchmark

13%

9.32%

10%

5.36%

57 / 100 points

Fund compared to benchmark

-0.05%

-0.12%

0.17%

0.16%

1 / 100 points lower

Find more financial data on SSGVX at Morningstar.com

What's next?

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Action toolkit

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Learn more about As You Sow's Invest Your Values program

Invest Your Values

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