SSgA Core Opportunities
State Street Financial Center One Lincoln Street Boston, MA 02110
Map
Phone: 800-647-7327
| Category: | Large Growth | | Fund Family: | State Street Global Advisors | | Net Assets: | 37.26M | | Year-to-Date Return: | -33.91% | | Yield: | 1.06% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Sep-93 |
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Chris Sunderland
Lead Manager since
08-Aug-96 | | | Chris is a Portfolio Manager on the Global Fundamental Strategies U.S. Large Cap Equity Team. Prior to assuming his current role, Chris was a Portfolio Manager on the Quantitative U.S. Active Equities portfolio management team. Chris joined SSgA in 1996 and assisted in establishing the Performance Measurement Group. He has been working in the investment management field since he joined State Street in 1990. |
| 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 |
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| The investment seeks long-term capital growth, current income and growth of income. The fund invests in large and medium capitalization equity securities. It holds typically less than 75 individual stocks. |
| Last Dividend
(3-Sep-08):
| 0.05 | | Last Cap Gain
(20-Oct-00):
| 1.19 | | Annual Holdings Turnover
| 47.00% | | Average for Category:
| 97.51% |
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| Expense | SSGWX | Category
Avg | | Total Expense Ratio: | 1.10%
| 1.35% | | Max 12b1 Fee: | 0.21%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$373 | $615 | | 5 Yr Expense Projection*: |
$654 | $944 | | 10 Yr Expense Projection*: |
$1,456 | $1,866 |
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2.63% Nasdaq 0.00%
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