Unlocking SSGA Small/Mid Cap Investment Potential

Investing in SSGA Small/Mid Cap can be a great way to diversify your portfolio and potentially achieve higher returns. This is because small and mid-cap companies often have more room to grow and expand their businesses.

SSGA's Small/Mid Cap investment strategy focuses on identifying undervalued companies with strong growth potential. By doing so, investors can benefit from the potential for long-term capital appreciation.

The SSGA Small/Mid Cap fund has consistently outperformed its benchmark over the past decade. This is a testament to the fund's ability to identify and invest in companies with strong growth potential.

Investors who are looking for a more aggressive investment strategy may find SSGA Small/Mid Cap to be a suitable option.

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The State Street Small/Mid Cap Equity Index Fund is designed to track the performance of mid to small capitalization exchange traded U.S. equity securities.

This fund seeks to provide investment results that correspond to the total return of its target index, before expenses.

The fund's main goal is to mirror the performance of its underlying index, which includes U.S. equity securities with mid to small capitalization.

Take a look at this: Vanguard Small Cap Index Etf

The SSGA Small/Mid Cap fund has been around since August 11, 2015. Fund Inception Date was on August 11, 2015.

The fund's performance has been relatively stable over the years, with a 1-Year return of 26.16% as of January 31, 2025. The fund's 1-Year return as of January 31, 2025 was 26.16%.

However, the fund has also experienced some volatility, with a -7.16% return in the last month of 2024. The fund's return in December 2024 was -7.16%.

Here are the fund's performance metrics as of January 31, 2025:

The fund's performance is also compared to the Russell Small Cap Completeness Index, which has similar returns.

The SSGA Small/Mid Cap ETF is designed to track the CRSP US Small Mid Cap Index, which covers about 1,500 US stocks.

This index focuses on companies with market capitalizations between $1 billion and $8 billion.

The fund's underlying index is a float-adjusted market-capitalization-weighted index.

It's a great option for investors looking to gain exposure to smaller US companies.

The SSGA Small/Mid Cap ETF has an expense ratio of 0.07%, which is relatively low compared to other similar funds.

Additional reading: Russell Small Cap Completeness Index Etf

The performance of the SSGA Small/Mid Cap fund is a crucial aspect of understanding its overall health. The fund's inception date is August 11, 2015.

The fund's performance is measured against the Russell Small Cap Completeness Index. As of January 31, 2025, the fund's 1-year return is 26.16%, while the benchmark's 1-year return is 26.12%. The fund's 5-year return is 11.51%, compared to the benchmark's 11.52%.

The fund's performance can be volatile, as seen in the data for December 31, 2024. The fund's return for that month was -7.16%, while the benchmark's return was -7.16%. However, the fund's year-to-date return as of December 31, 2024, was 17.19%, compared to the benchmark's 17.14%.

The fund's expense ratios are also worth noting. The gross expense ratio is 0.156%, while the net expense ratio is 0.045%.

Here's a summary of the fund's performance as of December 31, 2024:

Keep in mind that past performance is no guarantee of future results, and investment return and principal value will fluctuate.

Mid caps can help enhance portfolio returns by providing a unique blend of growth and stability.

According to a study by Bloomberg Finance L.P., increasing a portfolio's mid-cap allocation can have a significant impact on returns.

Interacting with an equity allocation tool can show the historic impact of mid-cap allocations compared to large- and small-cap allocations.

Past performance is not a reliable indicator of future performance, but the data suggests that mid caps can be a valuable addition to a portfolio.

Matthew Bartolini, Head of SPDR Americas ETF Research, compared 15 theoretical portfolios to demonstrate the benefits of mid caps.

Omitting mid caps can be costly, as they can provide a boost to performance that's hard to achieve with other asset classes.

Mid caps have historically outperformed large caps and small caps, with the S&P MidCap 400 Index outperforming the S&P 500 Index and the S&P Small Cap 600 Index.

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With our whitepaper, you can uncover growth opportunities in mid-cap stocks, which have the potential to outperform large- and small-cap stocks.

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You'll gain exclusive insights from experts at State Street Global Advisors SPDR, who will share strategies on how to implement these tactics.

Our whitepaper will provide you with the knowledge and tools to identify high-potential mid-cap opportunities, empowering your decision-making process.

You can expect to learn how mid caps can provide a perfect balance between growth potential and stability, making them an attractive option for investors.

By tapping into the power of mid caps, you can potentially reduce risk and increase returns, making them a great addition to your investment portfolio.

Here are the key benefits of investing in mid caps:

The SSGA small/mid cap fund is designed to track the performance of the Russell Small Cap Completeness Index. This index is a float-adjusted, market capitalization index that measures the performance of mid- to small-capitalization exchange traded U.S. equity securities.

The fund uses a passive management strategy to track the performance of the index. This means it aims to mirror the index's results, rather than trying to beat them.

The Russell Small Cap Completeness Index is constructed to provide a comprehensive and unbiased barometer of the extended broad market beyond the S&P 500 exposure.

Discover more: Vanguard Mid Cap Funds