SSgA Aggressive Equity R
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: | 320.00K | | Year-to-Date Return: | -32.05% | | Yield: | 0.74% | | Morningstar Rating: |  | | Fund Inception Date: | 17-May-04 |
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Brian F. Shannahan
Lead Manager since
07-Feb-00 | | | 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: | $0 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks maximum total return. The fund invests at least 80% of assets in equity securities. The investable universe is constructed using the Russell 3000 index, which is a combination of the larger-capitalization Russell 1000 index and the smaller-capitalization Russell 2000 index. |
| Last Dividend
(17-Oct-08):
| 0.02 | | Last Cap Gain
(19-Oct-07):
| 0.93 | | Annual Holdings Turnover
| 160.00% | | Average for Category:
| 71.85% |
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| Expense | SAERX | Category
Avg | | Total Expense Ratio: | 1.57%
| 1.11% | | Max 12b1 Fee: | 0.62%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.14% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$593 | $572 | | 5 Yr Expense Projection*: |
$1,049 | $876 | | 10 Yr Expense Projection*: |
$2,314 | $2,504 |
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2.63% Nasdaq 0.00%
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