SSgA Life Solutions Income and Growth R State Street Financial Center One Lincoln Street Boston, MA 02110 Map
Phone: 800-647-7327
| Category: | Conservative Allocation | | Fund Family: | State Street Global Advisors | | Net Assets: | 720.00K | | Year-to-Date Return: | 9.18% | | Yield: | 3.06% | | Morningstar Rating: |  | | Fund Inception Date: | 17-May-04 |
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Daniel Farley
Lead Manager since
01-Jul-97 | | | Farley is a vice president with SSgA and SSgA FM. He joined SSgA in 1992 and is a member of the Global Asset Allocation team. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks income and, secondarily, long-term growth of capital. The fund invests substantially all of investable assets in shares of various combinations of the SSgA Funds' portfolios and exchange traded funds that are advised or sponsored by the Advisor or its affiliates. It normally invests 20%-60% in underlying equity funds, 40%-80% in bond funds, and up to 20% in short-term assets. |
| Last Dividend
(23-Oct-09):
| 0.27 | | Last Cap Gain
(17-Oct-08):
| 0.01 | | Annual Holdings Turnover
| 99.00% | | Average for Category:
| 75.40% |
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| Expense | SLIRX | Category Avg | | Total Expense Ratio: | 1.31%
| 0.86% | | Max 12b1 Fee: | 0.55%
| N/A | | Max Front End Sales Load: | %
| 4.94% | | Max Deferred Sales Load: | %
| 2.64% | | 3 Yr Expense Projection*: |
$ 644 | $638 | | 5 Yr Expense Projection*: |
$ 1,133 | $979 | | 10 Yr Expense Projection*: |
$ 2,482 | $1,930 |
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