SSgA Tuckerman Active REIT
State Street Financial Center One Lincoln Street Boston, MA 02110
Map
Phone: 800-647-7327
| Category: | Specialty-Real Estate | | Fund Family: | State Street Global Advisors | | Net Assets: | 151.08M | | Year-to-Date Return: | 1.49% | | Yield: | 1.32% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Apr-98 |
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Amos Rogers
Lead Manager since
26-May-03 | | | Rogers is managing director of the Tuckerman Group with nearly 15 years commercial real estate lending, investment and asset management experience. Rogers leads the real estate securities business. Prior to joining Tuckerman Group in 2003, Rogers was a principal of ARC Realty Advisors. Rogers holds the Chartered Financial Analyst designation. |
| 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 income and capital growth. The fund normally invests at least 80% of assets in REIT securities. It may invest up to 20% of assets in non-REIT real estate securities, and equity and fixed-income securities of non-real estate companies. The fund is nondiversified. |
| Last Dividend
(3-Sep-08):
| 0.02 | | Last Cap Gain
(14-Dec-07):
| 1.35 | | Annual Holdings Turnover
| 32.00% | | Average for Category:
| 107.18% |
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| Expense | SSREX | Category
Avg | | Total Expense Ratio: | 1.00%
| 1.44% | | Max 12b1 Fee: | 0.23%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.28% | | Max Deferred Sales Load: | 0.00%
| 2.64% | | 3 Yr Expense Projection*: |
$331 | $627 | | 5 Yr Expense Projection*: |
$579 | $965 | | 10 Yr Expense Projection*: |
$1,289 | $1,916 |
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3.58% Nasdaq 
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