SSgA Disciplined Equity
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: | 94.55M | | Year-to-Date Return: | 22.19% | | Yield: | 2.09% | | Morningstar Rating: |  | | Fund Inception Date: | 04-May-92 |
|
John O'Connell
Lead Manager since
09-Apr-00 | | | O'Connell is a principal of State Street Global Advisors and a portfolio manager in the Global Enhanced Equity Group. He joined this group in April 2000. Prior to this, O'Connell worked as an investment associate in the Global Structured Products Group. |
| 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 |
|
| |
| The investment seeks total returns that exceed over time the S&P 500 index. The fund invests at least 80% of assets in equity securities. It employs an equity strategy using bottom-up, quantitative stock selection from among the securities included in, but not limited to, the S&P 500 Index based upon a multi-factor forecasting model, coupled with risk-controlled, benchmark oriented portfolio construction. |
| Last Dividend
(2-Dec-09):
| 0.03 | | Last Cap Gain
(4-Jun-01):
| 0.03 | | Annual Holdings Turnover
| 118.00% | | Average for Category:
| 78.74% |
|
| Expense | SSMTX | Category
Avg | | Total Expense Ratio: | %
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $781 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,299 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,389 |
|
|
0.03% Nasdaq 
0.01 (0.12%) 
Profile
