Back to top
State Street Institutional U.s. Equity Fund (icl): (MF: SUSIX)
(NASDAQ Mutual Funds) As of Sep 20, 2024 08:00 PM ET
$13.77 USD
-0.05 (-0.36%)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
The fund was incepted in December 1996 and is managed by Security Capital Research & Management Incorporated. The fund seeks to provide shareholders with above-average total returns including current income and capital appreciation. The fund invests primarily in real estate securities in the United States. Long-term, the fund's objective is to achieve top-quartile total returns as compared with other mutual funds that invest primarily in real estate securities in the United States. The fund pays dividends quarterly and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| State Street Instl US Equity Inv | SUSIX | NA | NA | 0.00 | 0.00 | 0.39 | 0.39 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| JPMorgan US Real Estate Fund A | SUSIX | 13.77 | 11/24/1997 | 0.75 | 30.09 | 9.85 | 17.05 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| State Street Instl US Equity Inv | SUSIX | 5000000 | 0 | 0 | A |
Contact Information
| Family | State Street Global Advisors |
| Address | One Lincoln Street Boston, MA 02110 |
| Phone | 800 997-7327 |