State Street Global All Cap Equity ex-U.S.Index Portfolio

Shareclass

State Street Glb All Cap Eq ex-US Idx (SSGVX)

Type

Open-end mutual fund

Manager

Deforestation grade: Fund is invested in deforestation-risk agricultural commodity producer/traders, above the threshold of 0.5% and below 1.5%. Assigned a grade of D.
How we track deforestation-risk investments

11.58%

INVESTED IN DEFORESTATION-RISK COMPANIES

AGRIBUSINESS

deforestation-risk producers and traders of palm oil, paper/pulp, rubber, timber, cattle, and soy

BANKS AND LENDERS

that finance deforestation-risk agribusiness producers via lending and underwriting

MAJOR CONSUMER BRANDS

that use deforestation-risk agribusiness commodities in products

174

holdings flagged

12%

of assets flagged

This fund contains

$1.08 BILLION invested

in holdings flagged for deforestation risk

Take action

Commodity producers

64 holdings

1.05% of assets

$98.51 MILLION invested

Banks and lenders

32 holdings

4.72% of assets

$442.15 MILLION invested

Major consumer brands

92 holdings

6.17% of assets

$577.83 MILLION invested

Commodity producers

64 HOLDINGS

Companies that produce and trade palm oil, paper/pulp, rubber, timber, cattle, and soy, and have a past record or a significant risk of contributing to deforestation, land grabbing, and human rights abuses. Investing in any of these companies assigns a fund a grade of C if total producer exposure is below the threshold of 0.5%; a grade of D if below 1.5%; and a grade of F if above 1.5%.

64 HOLDINGS

% of portfolio
$ invested
1. Mitsubishi Corp
0.19%0.19% of portfolio
$18.05M$18.05M invested
2. ITOCHU Corp
0.18%0.18% of portfolio
$16.83M$16.83M invested
3. Glencore PLC
0.1%0.1% of portfolio
$9.34M$9.34M invested
4. Marubeni Corp
0.07%0.07% of portfolio
$6.78M$6.78M invested
5. UPM-Kymmene Oyj
0.04%0.04% of portfolio
$3.84M$3.84M invested

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Banks and lenders

32 HOLDINGS

Financial institutions directly and indirectly involved in underwriting and lending to deforestation-risk producers and traders. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).

32 HOLDINGS

% of portfolio
$ invested
1. HSBC Holdings PLC
0.57%0.57% of portfolio
$53.62M$53.62M invested
2. Commonwealth Bank of Australia
0.52%0.52% of portfolio
$48.28M$48.28M invested
3. Mitsubishi UFJ Financial Group Inc
0.42%0.42% of portfolio
$39.41M$39.41M invested
4. Sumitomo Mitsui Financial Group Inc
0.26%0.26% of portfolio
$24.06M$24.06M invested
5. BNP Paribas Act. Cat.A
0.25%0.25% of portfolio
$23.28M$23.28M invested

View next 5

Major consumer brands

92 HOLDINGS

Consumer goods retailers that source palm oil, paper/pulp, rubber, timber, cattle, and soy from deforestation-risk producers and traders and sell it to consumers worldwide. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).

92 HOLDINGS

% of portfolio
$ invested
1. Nestle SA
0.81%0.81% of portfolio
$75.87M$75.87M invested
2. Shell PLC
0.58%0.58% of portfolio
$53.89M$53.89M invested
3. Unilever PLC
0.45%0.45% of portfolio
$42.58M$42.58M invested
4. Lvmh Moet Hennessy Louis Vuitton SE
0.44%0.44% of portfolio
$41.4M$41.4M invested
5. L'Oreal SA
0.31%0.31% of portfolio
$28.71M$28.71M invested

View next 5

View more info

DATA AS OF 30 Apr 2025

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State Street Global All Cap Equity ex-U.S.Index Portfolio SSGVX

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Financial performance

Performance data provided by

Find more financial data on SSGVX at Morningstar.com

Current fund

SSGVX

State Street Global All Cap Equity ex-U.S.Index Portfolio

Family

State Street

Category

Foreign Large Blend

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 5/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

0.16% more in annualized returns

Less invested in commodity producers

0.14% less invested

Less invested in banks and lenders

1.15% less invested

Less invested in major consumer brands

0.99% less invested

Current fund

SSGVX

State Street Global All Cap Equity ex-U.S.Index Portfolio

Family

State Street

Category

Foreign Large Blend

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 5/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

0.16% more in annualized returns

Less invested in commodity producers

0.14% less invested

Less invested in banks and lenders

1.15% less invested

Less invested in major consumer brands

0.99% less invested

Current fund

SSGVX

State Street Global All Cap Equity ex-U.S.Index Portfolio

Family

State Street

Category

Foreign Large Blend

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 5/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

0.16% more in annualized returns

Less invested in commodity producers

0.14% less invested

Less invested in banks and lenders

1.15% less invested

Less invested in major consumer brands

0.99% less invested

Month-end trailing returns

Performance as of date: 5/31/25

Morningstar suggested benchmark: MSCI ACWI Ex USA NR USD

Annualized returns

Deforestation analysis

1-yr

3-yr

5-yr

10-yr

This fund
SSGVX - State Street Global All Cap Equity ex-U.S.Index Portfolio

13%

9.2%

10%

5.52%

1.05%

Benchmark

13%

9.32%

10%

5.36%

1.19%

Fund compared to benchmark

-0.05%

-0.12%

0.17%

0.16%

0.14% lower

Find more financial data on SSGVX at Morningstar.com

Take Action

Call on U.S. investment firms to implement Deforestation and Land Grab-Free investment policies.

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Use Fossil Free Funds to check this fund's fossil fuel investments and carbon footprint.

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