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: | 146.84M | | Year-to-Date Return: | -32.55% | | Yield: | 2.55% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Jun-99 |
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Jim May
Lead Manager since
02-Jun-99 | | | May manages a variety of portfolios for the Developed Markets team benchmarked to indexes including MSCI, Standard & Poors, and Russell. He is also responsible for managing several mutual funds, most notably the SSGA S&P 500 Fund which he has managed since 1995. May joined SSgA in 1991. Prior to the Global Structured Products Group, he worked in the firms Passive U.S. Equity Operations department as a senior analyst. May holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | 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
(3-Sep-08):
| 0.05 | | Last Cap Gain
(20-Oct-00):
| 0.02 | | Annual Holdings Turnover
| 6.00% | | Average for Category:
| 71.85% |
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| Expense | SIAMX | Category
Avg | | Total Expense Ratio: | 0.45%
| 1.11% | | Max 12b1 Fee: | 0.07%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.14% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$144 | $572 | | 5 Yr Expense Projection*: |
$252 | $876 | | 10 Yr Expense Projection*: |
$567 | $2,504 |
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2.63% Nasdaq 0.00%
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