State Street Small/Mid Cap Equity Index Fund
Shareclass
State Street Small/Mid Cap Equity Idx K (SSMKX)
Type
Open-end mutual fund
Gender equality score
41
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Small/Mid Cap Equity
Ranking: 661 out of 1,108 funds
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Groups
Categories
Gender balance in leadership and workforce
21/40
Equal compensation and work life balance
5/30
Policies promoting gender equality
16/20
Commitment, transparency, and accountability
0/10
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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 Small/Mid Cap Equity Index Fund SSMKX
Environment
Social
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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. Etsy Inc0.09% of assets$536,230 invested
- 2. New York Times Co Class A0.13% of assets$793,645 invested
- 3. Coty Inc Class A0.03% of assets$163,901 invested
- 4. Science Applications International Corp0.08% of assets$485,612 invested
- 5. Illumina Inc0.19% of assets$1.13M invested
- 6. Jones Lang LaSalle Inc0.15% of assets$908,528 invested
- 7. Lyft Inc Class A0.08% of assets$497,508 invested
- 8. WEX Inc0.07% of assets$452,672 invested
- 9. The Chemours Co0.02% of assets$136,140 invested
- 10. Affirm Holdings Inc Ordinary Shares - Class A0.19% of assets$1.18M 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. GRAIL Inc0.01% of assets$88,619 invested
- 2. Red Rock Resorts Inc Class A0.03% of assets$203,335 invested
- 3. TG Therapeutics Inc0.07% of assets$418,953 invested
- 4. Trump Media & Technology Group Corp0.02% of assets$148,474 invested
- 5. Rithm Capital Corp0.08% of assets$500,462 invested
- 6. EchoStar Corp Class A0.03% of assets$181,268 invested
- 7. SpringWorks Therapeutics Inc Ordinary Shares0.05% of assets$275,398 invested
- 8. AST SpaceMobile Inc Ordinary Shares - Class A0.04% of assets$263,049 invested
- 9. Construction Partners Inc Class A0.07% of assets$415,973 invested
- 10. Core Scientific Inc Ordinary Shares - New0.03% of assets$160,712 invested
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Financial performance
Performance data provided by
Find more financial data on SSMKX at Morningstar.com
Find more financial data on SSMKX at Morningstar.comGender Equality and Returns
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.
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