4 / 5 Stars
4 4 5 5 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#123 in Large Blend
U.S. News evaluated 487 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 24.80 percent over the past year, 13.98 percent over the past three years, 22.78 percent over the past five years, and 6.82 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.6%|
|3 Years (Annualized)||14.0%|
|5 Years (Annualized)||22.8%|
|10 Years (Annualized)||6.8%|
The investment seeks to maximize total return. The fund will invest at least 80% of its 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 ("IAMAW") or affiliated labor unions, or listed in the S&P 500® Index, and have not been identified by the IAMAW or affiliated labor unions as having non-union sentiment. It may invest up to 20% of its net assets in securities of non-IAM Companies that have not been deemed to have non-union sentiment by the IAMAW.
Fees are Average compared to funds in the same category.
SSGA IAM Shares Fund has an expense ratio of 0.45 percent.
Risk is Average compared to funds in the same category according to Morningstar.