State Street Small/Mid Cap Equity Index Portfolio (SSMHX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SSMHX
SSMHX charges 0.02% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among SSMHX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Extended Market Index Fund | 0.04% | — | SSMHX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | SSMHX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | SSMHX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | SSMHX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | Mar 28, 2011 | SSMHX vs VMFGX |
Best Risk-Adjusted Alternatives to SSMHX
Among mutual funds in the Mid Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 90 | Oct 5, 2000 | SSMHX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | SSMHX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | SSMHX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | SSMHX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | SSMHX vs BFGIX |
Top Performing SSMHX Alternatives (YTD)
SSMHX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 50.22% | May 4, 2007 | SSMHX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | SSMHX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | SSMHX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | SSMHX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | SSMHX vs NEEGX |
Lowest Volatility Alternatives to SSMHX
SSMHX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.61% | — | SSMHX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | SSMHX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | SSMHX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | SSMHX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | SSMHX vs VSNGX |
Lowest Drawdown Alternatives to SSMHX
SSMHX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | SSMHX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | SSMHX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | SSMHX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | SSMHX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | SSMHX vs VLEQX |
Other Mutual Funds from State Street
Most popular State Street mutual funds on PortfoliosLab, across asset classes.
Often Compared With SSMHX
What investors most often compare with SSMHX, based on PortfoliosLab usage data.
Compare SSMHX with Any Fund or Stock
Compare SSMHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.