SSMKX Alternatives & Similar Mutual Funds

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

Cheapest Alternatives to SSMKX

SSMKX charges 0.05% annually. There are 7 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
VMCPX	Vanguard Mid-Cap Index Fund Institutional Plus Sha...	0.02%	224.00B	Dec 2010	SSMKX vs VMCPX
FSMDX	Fidelity Mid Cap Index Fund	0.03%	—	Sep 2011	SSMKX vs FSMDX
VMCIX	Vanguard Mid-Cap Index Fund Institutional Shares	0.03%	224.00B	May 1998	SSMKX vs VMCIX
VEMPX	Vanguard Extended Market Index Fund Institutional ...	0.04%	97.70B	Jan 2011	SSMKX vs VEMPX
FSMAX	Fidelity Extended Market Index Fund	0.04%	—	—	SSMKX vs FSMAX

Best Risk-Adjusted Alternatives to SSMKX

SSMKX has a PortfoliosLab risk / return rank of 56. There are 63 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.

Symbol	Name	Risk / Return Rank	AUM	Inception
PFSLX	Paradigm Select Fund	94	—	Jan 2005	SSMKX vs PFSLX
GENIX	Gotham Enhanced Return Fund	92	—	May 2013	SSMKX vs GENIX
VSEQX	Vanguard Strategic Equity Fund	92	12.20B	Aug 1995	SSMKX vs VSEQX
THPMX	Thompson MidCap Fund	87	—	Mar 2008	SSMKX vs THPMX
SMDIX	Hartford Schroders US MidCap Opportunities Fund	86	—	Mar 2006	SSMKX vs SMDIX

Top Performing SSMKX Alternatives (YTD)

SSMKX is at 15.37% YTD. There are 80 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 41.93%.

Symbol	Name	YTD Return	AUM	Inception
PFSLX	Paradigm Select Fund	41.93%	—	Jan 2005	SSMKX vs PFSLX
DDDIX	13D Activist Fund	31.16%	—	Dec 2011	SSMKX vs DDDIX
FZFLX	Fidelity SAI Small-Mid Cap 500 Index Fund	27.68%	—	Aug 2015	SSMKX vs FZFLX
TARKX	Tarkio Fund	26.91%	—	Jun 2011	SSMKX vs TARKX
HDPMX	Hodges Fund	23.62%	—	Oct 1992	SSMKX vs HDPMX

Lowest Volatility Alternatives to SSMKX

SSMKX has 17.51% 1-year volatility. There are 90 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.71%.

Symbol	Name	Volatility 1Y	AUM	Inception
GWSAX	Gabelli Focused Growth and Income Fund	9.71%	—	Dec 2002	SSMKX vs GWSAX
BTMFX	Boston Trust Midcap Fund	11.71%	—	—	SSMKX vs BTMFX
TLVAX	Timothy Plan Large/Mid Cap Value Fund	11.76%	—	Jul 1999	SSMKX vs TLVAX
WAMFX	Boston Trust Walden Midcap Fund	11.86%	—	Aug 2011	SSMKX vs WAMFX
RSINX	Victory RS Investors Fund	11.94%	—	Nov 2005	SSMKX vs RSINX

Lowest Drawdown Alternatives to SSMKX

SSMKX has a 1-year max drawdown of -10.03%. There are 78 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
FTHMX	FullerThaler Behavioral Mid-Cap Equity Fund Instit...	-6.33%	—	Oct 2023	SSMKX vs FTHMX
GENIX	Gotham Enhanced Return Fund	-6.44%	—	May 2013	SSMKX vs GENIX
GWSAX	Gabelli Focused Growth and Income Fund	-6.54%	—	Dec 2002	SSMKX vs GWSAX
FTSIX	Fuller & Thaler Behavioral Small-Mid Core Equity F...	-6.80%	—	Dec 2018	SSMKX vs FTSIX
DNLDX	BNY Mellon Active MidCap Fund	-7.29%	—	Jan 1985	SSMKX vs DNLDX

Other Mutual Funds from State Street

The 10 most viewed State Street mutual funds shown here include SSSYX, SVSPX, SSEYX and span 7 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	75	11.75%	—	Sep 2014	SSMKX vs SSSYX
SVSPX	State Street S&P 500 Index Fund Class N	Large Cap Blend Equities	79	11.67%	—	Dec 1992	SSMKX vs SVSPX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	73	11.75%	—	Aug 2014	SSMKX vs SSEYX
SSGVX	State Street Global All Cap Equity ex-U.S.Index Po...	Foreign Large Cap Equities	76	13.87%	—	Sep 2014	SSMKX vs SSGVX
ELFNX	Elfun Trusts	Large Cap Growth Equities	39	9.13%	—	May 1935	SSMKX vs ELFNX
SSAFX	State Street Aggregate Bond Index Portfolio	Intermediate Core Bond	13	-0.40%	—	Sep 2014	SSMKX vs SSAFX
SSGJX	State Street Global All Cap Equity ex-U.S. Index F...	Foreign Large Cap Equities	75	13.79%	—	Sep 2014	SSMKX vs SSGJX
SSHQX	State Street Hedged International Developed Equity...	Foreign Large Cap Equities	89	14.27%	—	May 2015	SSMKX vs SSHQX
EINFX	Elfun Income Fund	Intermediate Core-Plus Bond	7	-1.10%	—	Dec 1984	SSMKX vs EINFX
SSCNX	State Street Target Retirement 2040 Fund	Target Retirement Date	72	9.38%	—	Sep 2014	SSMKX vs SSCNX

Often Compared With SSMKX

Investors most often compare SSMKX with VXF, IWM, VO. These 19 comparison targets span 11 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VXF	Vanguard Extended Market ETF	Mid Cap Blend Equities	57	18.23%	97.70B	Dec 2001	SSMKX vs VXF
IWM	iShares Russell 2000 ETF	Small Cap Blend Equities	79	23.08%	80.11B	May 2000	SSMKX vs IWM
VO	Vanguard Mid-Cap ETF	Mid Cap Blend Equities	53	15.04%	224.00B	Jan 2004	SSMKX vs VO
PREIX	T. Rowe Price Equity Index 500 Fund	Large Cap Blend Equities	74	11.63%	—	Mar 1990	SSMKX vs PREIX
VOO	Vanguard S&P 500 ETF	S&P 500	72	13.74%	1.70T	Sep 2010	SSMKX vs VOO
PRGFX	T. Rowe Price Growth Stock Fund	Large Cap Growth Equities	13	1.56%	—	Apr 1950	SSMKX vs PRGFX
VIEIX	Vanguard Extended Market Index Fund Institutional ...	Mid Cap Blend Equities	53	15.62%	97.70B	Jul 1997	SSMKX vs VIEIX
VONE	Vanguard Russell 1000 ETF	Large Cap Blend Equities	70	13.58%	11.50B	Sep 2010	SSMKX vs VONE
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	72	14.27%	2.30T	May 2001	SSMKX vs VTI
SSAQX	State Street U.S. Core Equity Fund	Large Cap Blend Equities	48	9.52%	—	Dec 1979	SSMKX vs SSAQX
ELFTX	Elfun Tax Exempt Income Fund	Municipal Bonds	63	0.08%	—	Jan 1980	SSMKX vs ELFTX
SSBWX	State Street Target Retirement 2030 Fund	Target Retirement Date	76	7.60%	—	Sep 2014	SSMKX vs SSBWX
STFAX	State Street Equity 500 Index Fund	Large Cap Blend Equities	70	11.65%	—	Apr 2001	SSMKX vs STFAX
SSMHX	State Street Small/Mid Cap Equity Index Portfolio	Mid Cap Growth Equities	57	15.39%	—	Aug 2015	SSMKX vs SSMHX
FSOPX	Fidelity Series Small Cap Opportunities Fund	Small Cap Blend Equities	88	22.44%	—	Mar 2007	SSMKX vs FSOPX
SSFDX	State Street Aggregate Bond Index Fund	Intermediate Core Bond	12	-0.39%	—	Sep 2014	SSMKX vs SSFDX
SWMCX	Schwab U.S. Mid-Cap Index Fund	Mid Cap Blend Equities	66	16.05%	2.78B	Dec 2017	SSMKX vs SWMCX
FZILX	Fidelity ZERO International Index Fund	Foreign Large Cap Equities	76	14.73%	—	Aug 2018	SSMKX vs FZILX
AVUV	Avantis US Small Cap Value ETF	Small Cap Value Equities	92	27.03%	30.19B	Sep 2019	SSMKX vs AVUV

Compare SSMKX with Any Fund or Stock

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

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Diversifiers

Pair SSMKX with funds that move differently

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

Explore SSMKX Diversifiers

State Street Small/Mid Cap Equity Index Fund (SSMKX) Alternatives