SSgA Enhanced Small Cap
State Street Financial Center One Lincoln Street Boston, MA 02110
Map
Phone: 800-997-7327
| Category: | Small Blend | | Fund Family: | State Street Global Advisors | | Net Assets: | 29.00M | | Year-to-Date Return: | 18.70% | | Yield: | 1.15% | | Morningstar Rating: |  | | Fund Inception Date: | 21-Mar-05 |
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Chuck Martin
Lead Manager since
21-Mar-05 | | | Martin is a principal of SSgA and SSgA FM. He joined the firm in 2001 and is a member of the firm?s Global Enhanced Equities Team. Prior to SSgA, Martin was an equity analyst at SunTrust Equitable Securities where he covered technology companies. He has also held various positions at Scudder and Putnam Investments. Chuck has worked in the investment industry since 1993. Martin holds the Chartered Financial Analyst designation. |
| 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 80% of assets in small capitalization securities, such as common stocks, issued by companies with a market capitalization less than or equal to the largest capitalization stock in the Russell 2000 index. It may participate in initial public offerings. |
| Last Dividend
(17-Oct-08):
| 0.09 | | Last Cap Gain
(19-Oct-07):
| 0.41 | | Annual Holdings Turnover
| 93.00% | | Average for Category:
| 95.63% |
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| Expense | SESPX | Category
Avg | | Total Expense Ratio: | 0.75%
| 1.40% | | Max 12b1 Fee: | 0.07%
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | %
| 2.35% | | 3 Yr Expense Projection*: |
$ 314 | $614 | | 5 Yr Expense Projection*: |
$ 571 | $991 | | 10 Yr Expense Projection*: |
$ 1,317 | $1,998 |
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0.17% Nasdaq 0.00%
0.02 (0.27%) 
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