| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
5
5
5
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
#35 in Large Blend
U.S. News evaluated 498 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 16.69 percent over the past year, 12.25 percent over the past three years, 5.08 percent over the past five years, and 7.63 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 12.8% |
| 1 Year | 16.7% |
| 3 Years (Annualized) | 12.3% |
| 5 Years (Annualized) | 5.1% |
| 10 Years (Annualized) | 7.6% |
Summary
The investment seeks to maximize total return. The fund invests at least 80% of net assets (plus borrowings, if any) in equity securities of companies ("IAM Companies") that have entered into collective bargaining agreements with the International Association of Machinists and Aerospace Workers or affiliated labor unions, or are listed in the S&P 500® Index, and have not been identified by the International Association of Machinists and Aerospace Workers or affiliated labor unions as having non-union sentiment. It may also invest up to 20% of assets in securities in non-IAM Companies.
Fees
Fees are Average compared to funds in the same category.
SSGA IAM Shares Fund has an expense ratio of 0.50 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
