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State Street Hedged Intl Dev Eq Idx K (SSHQX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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123.42+0.45 (+0.37%)
As of 08:05AM EDT. Market open.

State Street Hedged Intl Dev Eq Idx K

Boston, MA 2105

2 Lafayette Pl

State Street Institutional Investment Tr

Management information
,Lead manager since 28 May 2015
David Chin is a Vice President of SSGA and a Senior Portfolio Manager in the Global Equity Beta Solutions Group at SSGA. Prior to joining SSGA in 1999, Mr. Chin was a product analyst in the Analytical Services Group at Frank Russell Company. Before this, he worked at OneSource Information Systems developing investment software. Preceding this, he was affiliated with PanAgora Asset Management in the Research and Development group creating quantitative investment models for international equities. Mr. Chin has been working in the investment management field since 1992. Mr. Chin holds a Bachelor of Science in Management Information Systems from the University of Massachusetts/Boston and a Master of Business Administration from the University of Arizona.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryForeign Large Blend
Fund familyState Street Global Advisors
Net assets3.56B
YTD return13.32%
Yield3.32%
Morningstar rating★★★★★
Inception date28 May 2015

Fund operations

Last dividend4.12
Last cap gain14.00
Holdings turnover8.00%
Average for categoryN/A

Fees and expenses

ExpenseSSHQXCategory average
Annual report expense ratio (net)0.20%0.92%
Prospectus net expense ratio0.20%N/A
Prospectus gross expense ratio0.36%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.28%
Max deferred sales loadN/A1.46%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A