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State Street Instl US Equity Inv (SUSIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.21-0.07 (-0.53%)
At close: 08:01PM EDT

State Street Instl US Equity Inv

Stamford CT 06905

3001 Summer Street

GE Institutional Funds

Management information
,Lead manager since 8 July 2018
Paul Nestro is a Managing Director of State Street Global Advisors and the Director of Fundamental Growth and Core Research. Since 2004, he has been the co-Portfolio Manager of the European Equity strategy and was previously a Portfolio Manager for Emerging Markets, International Equity (EAFE), and International Small Cap strategies. He also served as the team’s analyst covering the metals and mining sector and as an analyst for a Global Equity mutual fund. Mr. Nestro joined State Street Global Advisors in July 2016 through its acquisition of GE Asset Management (GEAM). After completing GE’s Financial Management Program, he joined the Financial Planning & Analysis team at GEAM, and has been in the investment industry since 1993. Mr. Nestro has a BA in Finance from Michigan State University and is a holder of the Chartered Financial Analyst designation. Paul is a Senior Vice President and Portfolio Manager with GE Asset Management Incorporated for the International Equity, Europe Equity, and Metals and Mining portfolios. Paul also has research coverage for the Metals and Mining sector. Paul has 16 years of investment experience with GE Asset Management. After completing GE’s Financial Management Program, he joined the Financial Planning & Analysis team at GEAM. Paul has a BA in Finance from Michigan State University and is a holder of the Chartered Financial Analyst designation.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Blend
Fund familyState Street Global Advisors
Net assets277.17M
YTD return12.88%
Yield0.81%
Morningstar rating★★★★★
Inception date24 Nov 1997

Fund operations

Last dividend0.10
Last cap gain29.00
Holdings turnover39.00%
Average for categoryN/A

Fees and expenses

ExpenseSUSIXCategory average
Annual report expense ratio (net)0.65%0.78%
Prospectus net expense ratio0.65%N/A
Prospectus gross expense ratio0.65%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A