SSgA Large Cap Value
State Street Financial Center One Lincoln Street Boston, MA 02110
Map
Phone: 800-647-7327
| Category: | Large Value | | Fund Family: | State Street Global Advisors | | Net Assets: | 3.61M | | Year-to-Date Return: | -33.85% | | Yield: | 2.70% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Mar-04 |
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Brian F. Shannahan
Lead Manager since
30-Mar-04 | | | 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: | $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 appreciation. The fund primarily invests in equity securities that are believed to be undervalued and that offer above-average potential for capital appreciation. It normally invests at least 80% of total assets in equity securities, such as common stocks, issued by companies with large market capitalizations, including but not limited to companies represented by the Russell 1000 index. |
| Last Dividend
(17-Oct-08):
| 0.14 | | Last Cap Gain
(19-Oct-07):
| 2.05 | | Annual Holdings Turnover
| 108.00% | | Average for Category:
| 60.91% |
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| Expense | SSLVX | Category
Avg | | Total Expense Ratio: | 1.10%
| 1.28% | | Max 12b1 Fee: | 0.05%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.42% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$488 | $591 | | 5 Yr Expense Projection*: |
$900 | $885 | | 10 Yr Expense Projection*: |
$2,105 | $1,741 |
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2.63% Nasdaq 0.00%
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