SSMHX Alternatives & Similar Mutual Funds

State Street Small/Mid Cap Equity Index Portfolio (SSMHX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SSMHX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to SSMHX

SSMHX charges 0.02% annually. No mutual funds in the Mid Cap Growth Equities category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.04%.

Symbol	Name	Expense Ratio	AUM	Inception
MMGPX	Morgan Stanley Discovery Portfolio	0.04%	—	Apr 2017	SSMHX vs MMGPX
FMDGX	Fidelity Mid Cap Growth Index Fund	0.05%	—	Jul 2019	SSMHX vs FMDGX
VMGMX	Vanguard Mid-Cap Growth Index Fund Admiral Shares	0.07%	33.80B	Sep 2011	SSMHX vs VMGMX
VMFGX	Vanguard S&P Mid-Cap 400 Growth Index Fund Institu...	0.08%	—	Mar 2011	SSMHX vs VMFGX
TRMSX	T. Rowe Price Mid-Cap Index Fund	0.14%	—	Dec 2015	SSMHX vs TRMSX

Best Risk-Adjusted Alternatives to SSMHX

SSMHX has a PortfoliosLab risk / return rank of 50. There are 19 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.

Symbol	Name	Risk / Return Rank	AUM	Inception
NEEIX	Needham Growth Fund Institutional Class	93	—	Dec 2016	SSMHX vs NEEIX
NEEGX	Needham Growth Fund	93	—	Jan 1996	SSMHX vs NEEGX
VHCOX	Vanguard Capital Opportunity Fund Investor Shares	92	31.20B	Aug 1995	SSMHX vs VHCOX
TAAGX	Timothy Plan Aggressive Growth Fund	92	—	Oct 2000	SSMHX vs TAAGX
POAGX	PrimeCap Odyssey Aggressive Growth Fund	86	—	Nov 2004	SSMHX vs POAGX

Top Performing SSMHX Alternatives (YTD)

SSMHX is at 15.05% YTD. There are 37 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 65.52%.

Symbol	Name	YTD Return	AUM	Inception
NEEIX	Needham Growth Fund Institutional Class	65.52%	—	Dec 2016	SSMHX vs NEEIX
NEEGX	Needham Growth Fund	65.21%	—	Jan 1996	SSMHX vs NEEGX
TAAGX	Timothy Plan Aggressive Growth Fund	42.04%	—	Oct 2000	SSMHX vs TAAGX
CTIGX	Calamos Timpani SMID Growth Fund	30.42%	—	Jul 2019	SSMHX vs CTIGX
OEGYX	Invesco Discovery Mid Cap Growth Fund	28.52%	—	Nov 2000	SSMHX vs OEGYX

Lowest Volatility Alternatives to SSMHX

SSMHX has 17.56% 1-year volatility. There are 69 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.10%.

Symbol	Name	Volatility 1Y	AUM	Inception
VLEQX	Villere Equity Fund	11.10%	—	May 2013	SSMHX vs VLEQX
BBMIX	BBH Select Series - Mid Cap Fund	11.14%	—	May 2021	SSMHX vs BBMIX
BQMGX	Bright Rock Mid Cap Growth Fund	12.30%	—	May 2010	SSMHX vs BQMGX
VSNGX	JPMorgan Mid Cap Equity Fund	12.72%	—	Dec 1996	SSMHX vs VSNGX
RIPIX	Royce International Premier Fund Institutional Cla...	13.31%	—	—	SSMHX vs RIPIX

Lowest Drawdown Alternatives to SSMHX

SSMHX has a 1-year max drawdown of -10.03%. There are 17 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
MGOYX	Victory Munder Mid-Cap Core Growth Fund	-7.81%	—	Jun 1998	SSMHX vs MGOYX
VLEQX	Villere Equity Fund	-8.09%	—	May 2013	SSMHX vs VLEQX
VSNGX	JPMorgan Mid Cap Equity Fund	-8.24%	—	Dec 1996	SSMHX vs VSNGX
BBMIX	BBH Select Series - Mid Cap Fund	-8.89%	—	May 2021	SSMHX vs BBMIX
SECUX	Guggenheim StylePlus - Mid Growth Fund	-9.17%	—	Sep 1969	SSMHX vs SECUX

Other Mutual Funds from State Street

The 10 most viewed State Street mutual funds shown here include SSSYX, SVSPX, SSEYX and span 6 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SSSYX	State Street Equity 500 Index Fund Class K	S&P 500, Large Cap Blend Equities	65	9.78%	—	Sep 2014	SSMHX vs SSSYX
SVSPX	State Street S&P 500 Index Fund Class N	Large Cap Blend Equities	82	9.71%	—	Dec 1992	SSMHX vs SVSPX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	64	9.78%	—	Aug 2014	SSMHX vs SSEYX
SSGVX	State Street Global All Cap Equity ex-U.S.Index Po...	Foreign Large Cap Equities	71	15.66%	—	Sep 2014	SSMHX vs SSGVX
ELFNX	Elfun Trusts	Large Cap Growth Equities	31	3.81%	—	May 1935	SSMHX vs ELFNX
SSAFX	State Street Aggregate Bond Index Portfolio	Intermediate Core Bond	21	0.33%	—	Sep 2014	SSMHX vs SSAFX
SSGJX	State Street Global All Cap Equity ex-U.S. Index F...	Foreign Large Cap Equities	70	15.59%	—	Sep 2014	SSMHX vs SSGJX
SSHQX	State Street Hedged International Developed Equity...	Foreign Large Cap Equities	77	13.44%	—	May 2015	SSMHX vs SSHQX
EINFX	Elfun Income Fund	Intermediate Core-Plus Bond	14	-0.27%	—	Dec 1984	SSMHX vs EINFX
SSAQX	State Street U.S. Core Equity Fund	Large Cap Blend Equities	42	6.01%	—	Dec 1979	SSMHX vs SSAQX

Often Compared With SSMHX

Investors most often compare SSMHX with SPSM, SCHA, FSMDX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SPSM	State Street SPDR Portfolio S&P 600 Small Cap ETF	Small Cap Blend Equities	67	19.33%	16.36B	Jul 2013	SSMHX vs SPSM
SCHA	Schwab U.S. Small-Cap ETF	Small Cap Blend Equities	75	22.53%	23.58B	Nov 2009	SSMHX vs SCHA
FSMDX	Fidelity Mid Cap Index Fund	Mid Cap Blend Equities	48	14.03%	—	Sep 2011	SSMHX vs FSMDX
PRBLX	Parnassus Core Equity Fund	Large Cap Blend Equities	21	7.00%	—	Aug 1992	SSMHX vs PRBLX
FSSNX	Fidelity Small Cap Index Fund	Small Cap Blend Equities	72	21.76%	—	Sep 2011	SSMHX vs FSSNX
AA	Alcoa Corporation		83	3.99%	—	—	SSMHX vs AA
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	30	8.89%	—	Dec 1973	SSMHX vs RGAGX
GSPX.L	iShares Core S&P 500 UCITS ETF	S&P 500	64	7.03%	1.83B	Jun 2018	SSMHX vs GSPX.L
SSAIX	State Street International Stock Selection Fund	Foreign Large Cap Equities	36	11.52%	—	Mar 1995	SSMHX vs SSAIX
RSDGX	Victory RS Select Growth Fund	Mid Cap Growth Equities	57	22.18%	—	Aug 1996	SSMHX vs RSDGX
TGFRX	Tanaka Growth Fund	Mid Cap Growth Equities	53	17.74%	—	Dec 1998	SSMHX vs TGFRX
FSMAX	Fidelity Extended Market Index Fund	Mid Cap Blend Equities	47	15.43%	—	—	SSMHX vs FSMAX
IBGIX	VY Baron Growth Portfolio	Mid Cap Growth Equities	0	-15.91%	—	May 2002	SSMHX vs IBGIX
PAPPX	Papp Small & Mid-Cap Growth Fund	Mid Cap Growth Equities	7	1.81%	—	Mar 2010	SSMHX vs PAPPX
PMVAX	Putnam Sustainable Future Fund	Mid Cap Growth Equities	8	5.57%	—	Nov 1999	SSMHX vs PMVAX
SSBWX	State Street Target Retirement 2030 Fund	Target Retirement Date	73	7.46%	—	Sep 2014	SSMHX vs SSBWX
CHCLX	AB Discovery Growth Fund	Mid Cap Growth Equities	33	20.34%	—	Jul 1938	SSMHX vs CHCLX
EEOFX	Essex Environmental Opportunities Fund	Mid Cap Growth Equities	66	26.50%	—	Sep 2017	SSMHX vs EEOFX
SSMKX	State Street Small/Mid Cap Equity Index Fund	Mid Cap Blend Equities	49	15.04%	—	Aug 2015	SSMHX vs SSMKX
KMKNX	Kinetics Market Opportunities Fund No Load Class	Mid Cap Growth Equities	2	6.71%	—	Jan 2006	SSMHX vs KMKNX

Compare SSMHX with Any Fund or Stock

Compare SSMHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

Pair SSMHX with funds that move differently

State Street Small/Mid Cap Equity Index Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SSMHX.

Explore SSMHX Diversifiers

State Street Small/Mid Cap Equity Index Portfolio (SSMHX) Alternatives