SSgA Small Cap
State Street Financial Center One Lincoln Street Boston, MA 02110
Map
Phone: 800-647-7327
| Category: | Small Blend | | Fund Family: | State Street Global Advisors | | Net Assets: | 25.95M | | Year-to-Date Return: | -7.21% | | Yield: | 0.12% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Jul-92 |
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Brian F. Shannahan
Lead Manager since
07-Feb-00 | | | Shannahan is a principal of SSgA and SSgA FM. He joined the firm in 2000 and is the head of the firms US Active Quantitative Equity Team. Shannahan is a member of the Boston Security Analysts Society and the Association for Investment Management and Research. Shannahan 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 to maximize total return. The fund normally invests at least 80% of the total assets in the securities of companies with a market capitalization less than or equal to the largest capitalization stock in the Russell 2000 index. It may also use futures, options and other derivative instruments, and may participate in initial public offerings with the intention of immediately selling the shares in the after-market. |
| Last Dividend
(19-Oct-07):
| 0.03 | | Last Cap Gain
(19-Oct-07):
| 3.06 | | Annual Holdings Turnover
| 125.00% | | Average for Category:
| 93.00% |
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| Expense | SVSCX | Category
Avg | | Total Expense Ratio: | 1.11%
| 1.39% | | Max 12b1 Fee: | 0.13%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.61% | | 3 Yr Expense Projection*: |
$353 | $591 | | 5 Yr Expense Projection*: |
$612 | $967 | | 10 Yr Expense Projection*: |
$1,352 | $1,931 |
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3.58% Nasdaq 
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