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State Street Institutional U.s. Equity Fund (icl): (MF: SUSIX)

(NASDAQ Mutual Funds) As of Aug 20, 2026 05:40 PM ET

$14.58 USD

-0.11 (-0.75%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 7.61 57
3 months 3.85 46
6 months 6.32 55
1 Year 15.58 49
3 Year 18.68 23
5 Year 11.94 18
10 Year 15.19 16

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 91.52
Bear Market (10/07 - 2/09) -47.13
Bull Market (2/09 - 3/21) 1,166.30

Load Adjusted Returns as of Jul 31, 2026

1 Year 18.35
5 Year 12.27
10 Year 15.55
Since Inception 9.47

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -6.02 13.46 NA NA
2025 -5.41 11.52 7.77 2.99
2024 12.43 4.34 5.07 1.37
2023 6.74 10.10 -2.86 12.63
2022 -5.31 -15.66 -4.79 7.13
2021 6.09 8.89 0.00 9.17

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.6017.0924.9528.58-18.5426.1223.0532.32-3.1220.479.85
% Total Return Rel to Index -3.58-1.12-0.062.33-0.34-2.554.650.831.27-1.31-2.08
% Total Return Rel to Peer -3.334.385.565.581.154.063.143.893.73-0.202.03
% Perf Quintile vs Peer* 4.002.002.002.003.002.003.002.002.003.003.00
% Dividends 0.000.070.110.100.100.130.130.150.180.210.21
% Yield 0.000.470.790.550.740.690.861.131.511.341.49
Capital Gains ($) 0.000.931.750.085.012.110.560.651.453.110.68
Expense Ratio 0.380.380.390.400.380.370.370.380.370.370.37

* 1 = Top 20%, 5 = Bottom 20%