TSP S Fund - Small cap stock Index investment fund

Shareclass

Type

TSP fund

Manager

The Thrift Savings Plan funds do not publish full portfolio holdings, but they track indexes that are shared with other mutual funds. TSP S Fund - Small cap stock Index investment fund tracks the Dow Jones U.S. Completion Total Stock Market Index. The results below are based on the holdings of the Fidelity® Extended Market Index Fund (FSMAX), which tracks the same index.

Flagged investments:

$1.92 BILLION, 1.92% of assets

Higher risk:

$831.28 MILLION, 0.83% of assets

Private prison operators:

$93.88 MILLION, 0.09% of assets

For each prison industrial complex category, click to see the breakdown of flagged holdings.

Prison industry

Incarceration and detention facilities, services in facilities, supervision and monitoring

holdings

$828.72M

invested

0.83%

of portfolio

Border industry

Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border

holdings

$1.72B

invested

1.72%

of portfolio

This fund is invested in the following private prison operator companies:

All flagged holdings

28 holdings

1.
TransUnion
$245.07M
0.24%
2.
Booz Allen Hamilton Holding Corp Class A
$200.57M
0.2%
3.
First Horizon Corp
$154.07M
0.15%
4.
Aramark
$139.38M
0.14%
5.
The Carlyle Group Inc
$139.27M
0.14%

Higher risk
Private prison operator

See all

TSP S Fund - Small cap stock Index investment fund is 1.92% ($1.92 BILLION) invested in companies with prison involvement

Sustainability report card

As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.

TSP S Fund - Small cap stock Index investment fund

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 at Morningstar.com

Current fund

TSP S Fund - Small cap stock Index investment fund

Family

Thrift Savings Plan

Category

Mid-Cap Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 11/01/24

Less than one year of returns available

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Less than one year of returns available

More invested in private prison operators

0.09% more invested

Less invested in higher risk companies, prison industry

0.06% less invested

Less invested in higher risk companies, border industry

1.06% less invested

Less invested in higher risk companies

1.05% less invested

Less invested in all screened prison industry companies

18.24% less invested

Less invested in all screened border industry companies

15.51% less invested

Less invested in all screened companies

20.47% less invested

Current fund

TSP S Fund - Small cap stock Index investment fund

Family

Thrift Savings Plan

Category

Mid-Cap Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 11/01/24

Less than one year of returns available

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Less than one year of returns available

More invested in private prison operators

0.09% more invested

Less invested in higher risk companies, prison industry

0.06% less invested

Less invested in higher risk companies, border industry

1.06% less invested

Less invested in higher risk companies

1.05% less invested

Less invested in all screened prison industry companies

18.24% less invested

Less invested in all screened border industry companies

15.51% less invested

Less invested in all screened companies

20.47% less invested

Current fund

TSP S Fund - Small cap stock Index investment fund

Family

Thrift Savings Plan

Category

Mid-Cap Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 11/01/24

Less than one year of returns available

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Less than one year of returns available

More invested in private prison operators

0.09% more invested

Less invested in higher risk companies, prison industry

0.06% less invested

Less invested in higher risk companies, border industry

1.06% less invested

Less invested in higher risk companies

1.05% less invested

Less invested in all screened prison industry companies

18.24% less invested

Less invested in all screened border industry companies

15.51% less invested

Less invested in all screened companies

20.47% less invested

Month-end trailing returns

Performance as of date: 11/01/24

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Flagged investments

1-yr

3-yr

5-yr

10-yr

This fund
- TSP S Fund - Small cap stock Index investment fund

0.09%

Benchmark

12%

16%

12%

Fund compared to benchmark

Less than one year of returns available

0.09% higher

Find more financial data on TSP S Fund - Small cap stock Index investment fund at Morningstar.com

What's next?

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Visit Fossil Free Funds to see this fund's exposure to fossil fuel companies and companies with high carbon footprints

See climate risk

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