SSgA Directional Core Equity
State Street Financial Center One Lincoln Street Boston, MA 02110
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Phone: 800-997-7327
| Category: | Long-Short | | Fund Family: | State Street Global Advisors | | Net Assets: | 5.24M | | Year-to-Date Return: | 11.56% | | Yield: | 2.11% | | Morningstar Rating: |  | | Fund Inception Date: | 05-May-05 |
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Brian F. Shannahan
Lead Manager since
05-May-05 | | | 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 long term capital appreciation. The fund normally invests at least 80% of net assets in equity securities, such as common stocks, of large and medium sized companies. It may engage in short sales when the Advisor believes that the value of the security will decline between the date of the sale and the date the Fund is required to return the borrowed security. |
| Last Dividend
(17-Oct-08):
| 0.20 | | Last Cap Gain
(20-Oct-06):
| 0.12 | | Annual Holdings Turnover
| 114.00% | | Average for Category:
| 286.46% |
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| Expense | SDCQX | Category
Avg | | Total Expense Ratio: | 1.87%
| 2.07% | | Max 12b1 Fee: | 0.24%
| N/A | | Max Front End Sales Load: | %
| 5.46% | | Max Deferred Sales Load: | %
| 1.98% | | 3 Yr Expense Projection*: |
$ 775 | $1,060 | | 5 Yr Expense Projection*: |
$ 1,397 | $1,739 | | 10 Yr Expense Projection*: |
$ 3,132 | $3,415 |
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0.17% Nasdaq 0.00%
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