SSgA Small Cap
State Street Financial Center One Lincoln Street Boston, MA 02110
Map
Phone: 800-647-7327
| Category: | Small Blend | | Fund Family: | State Street Global Advisors | | Net Assets: | 10.44M | | Year-to-Date Return: | 3.97% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Jul-92 |
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Brian F. Shannahan
Lead Manager since
07-Feb-00 | | | Shannahan is a principal of SSgA and SSgA FM, his employer since 2000. He is responsible for product development and portfolio management across the quantitative U.S. active equity strategies. Prior to joining SSgA, Shannahan was with Bank Boston where he was director of portfolio management. He has been working in the investment management field since 1993. Shannahan is a member of the Boston Security Analysts Society and the Association for Investment Management and Research. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks to maximize total return. The fund normally invests at least 80% of the total assets in the securities of companies with a market capitalization less than or equal to the largest capitalization stock in the Russell 2000 index. It may also use futures, options and other derivative instruments, and may participate in initial public offerings with the intention of immediately selling the shares in the after-market. |
| Last Dividend
(19-Oct-07):
| 0.03 | | Last Cap Gain
(19-Oct-07):
| 3.06 | | Annual Holdings Turnover
| 235.00% | | Average for Category:
| 91.53% |
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| Expense | SVSCX | Category
Avg | | Total Expense Ratio: | %
| 1.41% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.36% | | Max Deferred Sales Load: | %
| 2.34% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $620 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $994 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,000 |
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0.47% Nasdaq 0.00%
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