SSgA IAM Shares
State Street Financial Center One Lincoln Street Boston, MA 02110
Map
Phone: 800-647-7327
| Category: | Large Blend | | Fund Family: | State Street Global Advisors | | Net Assets: | 128.46M | | Year-to-Date Return: | 18.90% | | Yield: | 2.13% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Jun-99 |
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Karl Schneider
Lead Manager since
02-Jun-99 | | | Schneider is a principal of SSgA and a principal of the Adviser. He joined SSgA in 1996 as a member of the SSgA's Global Fundamental Strategies Team. Schneider manages a variety of the SSgA's domestic and international passive funds. He became a senior portfolio manager in the firm's Global Structured Products Group since 1998. He currently manages the firm's commingled Wilshire 5000, Wilshire 4500, and Russell 2000 funds, as well as other commingled and separately managed domestic and international funds. |
| Min Initial Investment: | $100 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks to maximize total return. The fund invests in equity securities of companies that have entered into collective bargaining agreements with the International Association of Machinists and Aerospace Workers or affiliated labor unions or have not been identified as having non-union sentiment. It invests at least 80% of total assets in equity securities of IAM Companies. The fund may participate in initial public offerings of IAM Companies. It may also invest up to 20% of assets in securities in non-IAM Companies. |
| Last Dividend
(2-Sep-09):
| 0.03 | | Last Cap Gain
(20-Oct-00):
| 0.02 | | Annual Holdings Turnover
| 2.00% | | Average for Category:
| 70.87% |
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| Expense | SIAMX | Category
Avg | | Total Expense Ratio: | 0.54%
| 1.09% | | Max 12b1 Fee: | 0.07%
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.59% | | 3 Yr Expense Projection*: |
$ 173 | $774 | | 5 Yr Expense Projection*: |
$ 302 | $1,287 | | 10 Yr Expense Projection*: |
$ 677 | $2,366 |
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