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 5 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.

Symbol	Name	Expense Ratio	AUM	Inception
FSMDX	Fidelity Mid Cap Index Fund	0.03%	—	Sep 2011	SSMKX vs FSMDX
VMCPX	Vanguard Mid-Cap Index Fund Institutional Plus Sha...	0.03%	213.90B	Dec 2010	SSMKX vs VMCPX
VEMPX	Vanguard Extended Market Index Fund Institutional ...	0.04%	89.90B	Jan 2011	SSMKX vs VEMPX
VMCIX	Vanguard Mid-Cap Index Fund Institutional Shares	0.04%	213.90B	May 1998	SSMKX vs VMCIX
SWMCX	Schwab U.S. Mid-Cap Index Fund	0.04%	2.70B	Dec 2017	SSMKX vs SWMCX

Best Risk-Adjusted Alternatives to SSMKX

SSMKX has a PortfoliosLab risk / return rank of 48. There are 45 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 92.

Symbol	Name	Risk / Return Rank	AUM	Inception
PFSLX	Paradigm Select Fund	92	—	Jan 2005	SSMKX vs PFSLX
GENIX	Gotham Enhanced Return Fund	83	—	May 2013	SSMKX vs GENIX
BIGTX	The Texas Fund	82	—	Sep 2013	SSMKX vs BIGTX
DSMFX	Destinations Small-Mid Cap Equity Fund	77	—	Mar 2017	SSMKX vs DSMFX
VSEQX	Vanguard Strategic Equity Fund	75	11.20B	Aug 1995	SSMKX vs VSEQX

Top Performing SSMKX Alternatives (YTD)

SSMKX is at 14.17% YTD. There are 56 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 42.35%.

Symbol	Name	YTD Return	AUM	Inception
PFSLX	Paradigm Select Fund	42.35%	—	Jan 2005	SSMKX vs PFSLX
FZFLX	Fidelity SAI Small-Mid Cap 500 Index Fund	33.04%	—	Aug 2015	SSMKX vs FZFLX
HDPMX	Hodges Fund	28.91%	—	Oct 1992	SSMKX vs HDPMX
DDDIX	13D Activist Fund	27.27%	—	Dec 2011	SSMKX vs DDDIX
BIGTX	The Texas Fund	26.40%	—	Sep 2013	SSMKX vs BIGTX

Lowest Volatility Alternatives to SSMKX

SSMKX has 16.90% 1-year volatility. There are 89 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.26%.

Symbol	Name	Volatility 1Y	AUM	Inception
ATGAX	Aquila Opportunity Growth Fund	9.26%	—	Jul 1994	SSMKX vs ATGAX
GWSAX	Gabelli Focused Growth and Income Fund	9.65%	—	Dec 2002	SSMKX vs GWSAX
TLVAX	Timothy Plan Large/Mid Cap Value Fund	11.53%	—	Jul 1999	SSMKX vs TLVAX
QCGDX	Quantified Common Ground Fund	11.73%	—	Dec 2019	SSMKX vs QCGDX
BTMFX	Boston Trust Midcap Fund	11.80%	—	—	SSMKX vs BTMFX

Lowest Drawdown Alternatives to SSMKX

SSMKX has a 1-year max drawdown of -10.03%. There are 79 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -5.55%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
QCGDX	Quantified Common Ground Fund	-5.55%	—	Dec 2019	SSMKX vs QCGDX
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

Other Mutual Funds from State Street

The 10 most viewed State Street mutual funds shown here include SSSYX, SVSPX, SSEYX and span 5 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SSSYX	State Street Equity 500 Index Fund Class K	Large Cap Blend Equities	73	11.69%	—	Sep 2014	SSMKX vs SSSYX
SVSPX	State Street S&P 500 Index Fund Class N	Large Cap Blend Equities	88	11.63%	—	Dec 1992	SSMKX vs SVSPX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	72	11.70%	—	Aug 2014	SSMKX vs SSEYX
SSGVX	State Street Global All Cap Equity ex-U.S.Index Po...	Foreign Large Cap Equities	62	14.99%	—	Sep 2014	SSMKX vs SSGVX
ELFNX	Elfun Trusts	Large Cap Growth Equities	42	6.95%	—	May 1935	SSMKX vs ELFNX
SSAFX	State Street Aggregate Bond Index Portfolio	Intermediate Core Bond	26	0.42%	—	Sep 2014	SSMKX vs SSAFX
SSGJX	State Street Global All Cap Equity ex-U.S. Index F...	Foreign Large Cap Equities	62	14.94%	—	Sep 2014	SSMKX vs SSGJX
SSAQX	State Street U.S. Core Equity Fund	Large Cap Blend Equities	51	8.01%	—	Dec 1979	SSMKX vs SSAQX
EINFX	Elfun Income Fund	Intermediate Core-Plus Bond	17	0.04%	—	Dec 1984	SSMKX vs EINFX
SSHQX	State Street Hedged International Developed Equity...	Foreign Large Cap Equities	50	10.20%	—	May 2015	SSMKX vs SSHQX

Often Compared With SSMKX

Investors most often compare SSMKX with VXF, IWM, VO. These 19 comparison targets span 10 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	50	13.78%	89.90B	Dec 2001	SSMKX vs VXF
IWM	iShares Russell 2000 ETF	Small Cap Blend Equities	62	17.07%	80.93B	May 2000	SSMKX vs IWM
VO	Vanguard Mid-Cap ETF	Mid Cap Blend Equities	43	10.05%	213.90B	Jan 2004	SSMKX vs VO
VOO	Vanguard S&P 500 ETF	S&P 500	70	10.91%	1.60T	Sep 2010	SSMKX vs VOO
PREIX	T. Rowe Price Equity Index 500 Fund	Large Cap Blend Equities	72	11.61%	—	Mar 1990	SSMKX vs PREIX
VIEIX	Vanguard Extended Market Index Fund Institutional ...	Mid Cap Blend Equities	47	14.93%	89.90B	Jul 1997	SSMKX vs VIEIX
PRGFX	T. Rowe Price Growth Stock Fund	Large Cap Growth Equities	22	6.97%	—	Apr 1950	SSMKX vs PRGFX
VONE	Vanguard Russell 1000 ETF	Large Cap Blend Equities	67	10.56%	10.80B	Sep 2010	SSMKX vs VONE
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	68	11.20%	2.20T	May 2001	SSMKX vs VTI
SSMHX	State Street Small/Mid Cap Equity Index Portfolio	Mid Cap Growth Equities	49	14.18%	—	Aug 2015	SSMKX vs SSMHX
SSBWX	State Street Target Retirement 2030 Fund	Target Retirement Date	75	7.96%	—	Sep 2014	SSMKX vs SSBWX
FSOPX	Fidelity Series Small Cap Opportunities Fund	Small Cap Blend Equities	73	16.83%	—	Mar 2007	SSMKX vs FSOPX
STFAX	State Street Equity 500 Index Fund	Large Cap Blend Equities	72	11.63%	—	Apr 2001	SSMKX vs STFAX
SSFDX	State Street Aggregate Bond Index Fund	Intermediate Core Bond	26	0.42%	—	Sep 2014	SSMKX vs SSFDX
ELFTX	Elfun Tax Exempt Income Fund	Municipal Bonds	70	1.52%	—	Jan 1980	SSMKX vs ELFTX
FZILX	Fidelity ZERO International Index Fund	Foreign Large Cap Equities	60	16.29%	—	Aug 2018	SSMKX vs FZILX
TARKX	Tarkio Fund	Mid Cap Blend Equities	68	24.74%	—	Jun 2011	SSMKX vs TARKX
FZIPX	Fidelity ZERO Extended Market Index Fund	Mid Cap Blend Equities	59	15.99%	—	—	SSMKX vs FZIPX
RSINX	Victory RS Investors Fund	Mid Cap Blend Equities	21	6.06%	—	Nov 2005	SSMKX vs RSINX

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