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

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to SSMKX

SSMKX charges 0.05% annually. Among mutual funds in the Mid Cap Blend Equities category, these options have the lowest expense ratios among SSMKX alternatives.

Symbol	Name	Expense Ratio	Inception
FSMDX	Fidelity Mid Cap Index Fund	0.03%	Sep 8, 2011	SSMKX vs FSMDX
VMCPX	Vanguard Mid-Cap Index Fund Institutional Plus Sha...	0.03%	Dec 15, 2010	SSMKX vs VMCPX
VMCIX	Vanguard Mid-Cap Index Fund Institutional Shares	0.04%	May 21, 1998	SSMKX vs VMCIX
VEMPX	Vanguard Extended Market Index Fund Institutional ...	0.04%	Jan 14, 2011	SSMKX vs VEMPX
SWMCX	Schwab U.S. Mid-Cap Index Fund	0.04%	Dec 20, 2017	SSMKX vs SWMCX

Best Risk-Adjusted Alternatives to SSMKX

Among mutual funds in the Mid Cap Blend 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
MISIX	Victory Trivalent International Small-Cap Fund Cla...	93	—	SSMKX vs MISIX
PFSLX	Paradigm Select Fund	86	Jan 3, 2005	SSMKX vs PFSLX
TARKX	Tarkio Fund	82	Jun 28, 2011	SSMKX vs TARKX
GABVX	Gabelli Value 25 Fund	82	Sep 29, 1989	SSMKX vs GABVX
BIGTX	The Texas Fund	74	Sep 17, 2013	SSMKX vs BIGTX

Top Performing SSMKX Alternatives (YTD)

SSMKX alternatives from the Mid Cap Blend Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
PFSLX	Paradigm Select Fund	11.83%	Jan 3, 2005	SSMKX vs PFSLX
AVEMX	Ave Maria Value Fund	9.67%	May 1, 2001	SSMKX vs AVEMX
BIGTX	The Texas Fund	9.34%	Sep 17, 2013	SSMKX vs BIGTX
FZFLX	Fidelity SAI Small-Mid Cap 500 Index Fund	7.81%	Aug 12, 2015	SSMKX vs FZFLX
FTSIX	Fuller & Thaler Behavioral Small-Mid Core Equity F...	6.17%	Dec 26, 2018	SSMKX vs FTSIX

Lowest Volatility Alternatives to SSMKX

SSMKX alternatives from the Mid Cap Blend Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
QCGDX	Quantified Common Ground Fund	13.74%	Dec 26, 2019	SSMKX vs QCGDX
LLSCX	Longleaf Partners Small-Cap Fund	15.42%	Feb 21, 1989	SSMKX vs LLSCX
RSINX	Victory RS Investors Fund	15.83%	Nov 15, 2005	SSMKX vs RSINX
TLVAX	Timothy Plan Large/Mid Cap Value Fund	15.91%	Jul 14, 1999	SSMKX vs TLVAX
GWSAX	Gabelli Focused Growth and Income Fund	16.07%	Dec 31, 2002	SSMKX vs GWSAX

Lowest Drawdown Alternatives to SSMKX

SSMKX alternatives from the Mid Cap Blend Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
QCGDX	Quantified Common Ground Fund	-8.85%	Dec 26, 2019	SSMKX vs QCGDX
LLSCX	Longleaf Partners Small-Cap Fund	-10.47%	Feb 21, 1989	SSMKX vs LLSCX
JNVSX	Jensen Quality Value Fund	-10.62%	Mar 31, 2010	SSMKX vs JNVSX
TLVAX	Timothy Plan Large/Mid Cap Value Fund	-11.09%	Jul 14, 1999	SSMKX vs TLVAX
KMVAX	Kirr Marbach Partners Value Fund	-11.33%	Dec 31, 1998	SSMKX vs KMVAX

Other Mutual Funds from State Street

Most popular State Street mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
SSSYX	State Street Equity 500 Index Fund Class K	Large Cap Blend Equities	59	-4.34%	Sep 17, 2014	SSMKX vs SSSYX
SVSPX	State Street S&P 500 Index Fund Class N	Large Cap Blend Equities	43	-4.37%	Dec 30, 1992	SSMKX vs SVSPX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	57	-4.34%	Aug 11, 2014	SSMKX vs SSEYX
SSGVX	State Street Global All Cap Equity ex-U.S.Index Po...	Foreign Large Cap Equities	87	1.29%	Sep 17, 2014	SSMKX vs SSGVX
ELFNX	Elfun Trusts	Large Cap Growth Equities	47	-6.72%	May 27, 1935	SSMKX vs ELFNX
SSAQX	State Street U.S. Core Equity Fund	Large Cap Blend Equities	51	-6.11%	Dec 31, 1979	SSMKX vs SSAQX
SSAFX	State Street Aggregate Bond Index Portfolio	Intermediate Core Bond	52	0.02%	Sep 19, 2014	SSMKX vs SSAFX
SSGJX	State Street Global All Cap Equity ex-U.S. Index F...	Foreign Large Cap Equities	86	1.26%	Sep 17, 2014	SSMKX vs SSGJX
ELFTX	Elfun Tax Exempt Income Fund	Municipal Bonds	27	-0.57%	Jan 1, 1980	SSMKX vs ELFTX
SSBWX	State Street Target Retirement 2030 Fund	Target Retirement Date	78	-0.72%	Sep 29, 2014	SSMKX vs SSBWX

Often Compared With SSMKX

What investors most often compare with SSMKX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
VXF	Vanguard Extended Market ETF	Small Cap Blend Equities	53	-0.59%	Dec 27, 2001	SSMKX vs VXF
VO	Vanguard Mid-Cap ETF	Mid Cap Growth Equities	41	-0.05%	Jan 26, 2004	SSMKX vs VO
IWM	iShares Russell 2000 ETF	Small Cap Blend Equities	65	1.56%	May 22, 2000	SSMKX vs IWM
VOO	Vanguard S&P 500 ETF	S&P 500	60	-3.66%	Sep 7, 2010	SSMKX vs VOO
PREIX	T. Rowe Price Equity Index 500 Fund	Large Cap Blend Equities	65	-4.39%	Mar 30, 1990	SSMKX vs PREIX
VIEIX	Vanguard Extended Market Index Fund Institutional ...	Mid Cap Blend Equities	49	-1.26%	Jul 7, 1997	SSMKX vs VIEIX
PRGFX	T. Rowe Price Growth Stock Fund	Large Cap Growth Equities	23	-11.25%	Apr 11, 1950	SSMKX vs PRGFX
VONE	Vanguard Russell 1000 ETF	Large Cap Blend Equities	59	-3.54%	Sep 20, 2010	SSMKX vs VONE
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	59	-3.29%	Jun 27, 2016	SSMKX vs VTI
SSMHX	State Street Small/Mid Cap Equity Index Portfolio	Mid Cap Growth Equities	51	-1.18%	Aug 11, 2015	SSMKX vs SSMHX
FSOPX	Fidelity Series Small Cap Opportunities Fund	Small Cap Blend Equities	81	4.69%	Mar 22, 2007	SSMKX vs FSOPX
FZILX	Fidelity ZERO International Index Fund	Large Cap Blend Equities, Foreign Large Cap Equities	87	2.17%	—	SSMKX vs FZILX
SSFDX	State Street Aggregate Bond Index Fund	Intermediate Core Bond	49	0.03%	Sep 19, 2014	SSMKX vs SSFDX
FZIPX	Fidelity ZERO Extended Market Index Fund	Mid Cap Blend Equities	60	1.65%	—	SSMKX vs FZIPX
SPSM	SPDR Portfolio S&P 600 Small Cap ETF	Small Cap Blend Equities	52	4.17%	Jul 8, 2013	SSMKX vs SPSM
STFAX	State Street Equity 500 Index Fund	Large Cap Blend Equities	53	-4.37%	Apr 18, 2001	SSMKX vs STFAX
DSMFX	Destinations Small-Mid Cap Equity Fund	Mid Cap Blend Equities	69	3.77%	Mar 20, 2017	SSMKX vs DSMFX
GTSGX	Madison Mid Cap Fund	Mid Cap Blend Equities	6	-4.35%	Jul 21, 1983	SSMKX vs GTSGX
IJH	iShares Core S&P Mid-Cap ETF	Mid Cap Blend Equities	47	3.42%	May 22, 2000	SSMKX vs IJH

Compare SSMKX with Any Fund or Stock

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

Symbol name

State Street Small/Mid Cap Equity Index Fund

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