SSMLX

IndexMin. $1M

STATE STREET SMALL/MID CAP EQUITY INDEX FUND

Category: Other (5,046 funds)

Expense Ratio
0.24%
Annual Cost per $10K
$24.00
30-Year Fee Drag per $10K
$4,959
at 7% annual return
Fund Type
Mutual Fund
Index · Min: $1M
Trailing 12-Month
+15.79%

Asset Allocation

US Equity
23%
US Bond
1%
Cash
77%

Fee Comparison

SSMLX
0.24%
Other average
0.99%
Other cheapest
0.00%
Index benchmark
0.03%

76% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+57.77%3Y
Compare to

Fee Impact Calculator

$
%
SSMLX at 0.24%$355,817
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$24,796
Cost vs index fund−$21,607

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FFEBFT Vest U.S. Equity Buffer ETF - February0.85%
FDECFT Vest U.S. Equity Buffer ETF - December0.85%
FJANFT Vest U.S. Equity Buffer ETF - January0.85%
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QGMRXAQR Macro Opportunities Fund1.35%
FMAYFT Vest U.S. Equity Buffer ETF - May0.85%
FAUGFT Vest U.S. Equity Buffer ETF - August0.85%
FNOVFT Vest U.S. Equity Buffer ETF - November0.85%
FMARFT Vest U.S. Equity Buffer ETF - March0.85%
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BUFQFT Vest Laddered Nasdaq Buffer ETF1.00%
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