Quant Long/Short Instl
55 Old Bedford Road Lincoln North Lincoln MA 01773
Phone: 800-326-2151
| Category: |
Large Blend |
| Fund Family: |
Quantitative |
| Net Assets: |
1.18M |
| Year-to-Date Return: |
-1.83% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
25-Mar-91 |
|
Brian F. Shannahan
Lead Manager since
31-Dec-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: |
$1,000,000 |
| Min Initial Investment, IRA: |
$1,000,000 |
| Min Initial Investment, AIP: |
$0 |
| Min Subsequent Investment: |
$0 |
| Min Subsequent Investment, IRA: |
$0 |
| Min Subsequent Investment, AIP: |
$0 |
|
|
|
| The investment seeks long-term growth of capital. The fund invests at least 80% of total assets in common stocks. It mainly invests in stocks of larger companies, generally with greater than $1 billion in market capitalization. The fund may invest in value stocks and growth stocks. It invests primarily in the common stock of U.S. issuers. The fund is nondiversified. |
| Last Dividend
(11-Dec-06):
|
0.10 |
| Last Cap Gain
(10-Dec-07):
|
0.58 |
| Annual Holdings Turnover
|
83.00% |
| Average for Category:
|
70.73% |
|
| Expense |
QGIAX |
Category
Avg |
| Total Expense Ratio: |
1.22%
|
1.12% |
| Max 12b1 Fee: |
0.00%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
5.15% |
| Max Deferred Sales Load: |
0.00%
|
2.66% |
| 3 Yr Expense Projection*: |
$404 |
$584 |
| 5 Yr Expense Projection*: |
$708 |
$899 |
| 10 Yr Expense Projection*: |
$1,612 |
$1,778 |
|
|
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