SSgA Bond Market Fund Institutional Class

 (MUTF:SSBMX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.00%  
1 week   +0.14%
   
4 week
   
-1.14%  
3 month
   
-2.99%  
YTD
   
-3.23%  
1 year
   
-0.25%  
3 years*   +3.58%
   
5 years*   +5.41%
   
*annualized
Best 3 month return+5.10%  
Worst 3 month return-5.58%  

Morningstar statistics

Morningstar category: Intermediate-Term Bond
  Return Risk Rating
3 years Above Average Average
5 years Average Below Average
10 years Low Average
Overall Below Average Average

Key statistics

Total assets30.09M 
Front load-  
Deferred load-  
Expense ratio0.51%  
Management fee-  
Fund familyState Street Global Advisors 

Asset allocation

Cash16.43%  
Stocks0.00%  
Bonds82.96%  
Preferred0.61%  
Other0.00%  

Purchase information

Initial$1,000  
Additional$100  
IRA Initial$250  
AIP Initial$1,000  
AIP Additional$100  
8.960.00(-0.01%)
Aug 29, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks to maximize total return by investing in fixed income securities, including, but not limited to, those represented by the Barclays Capital U.S. Aggregate Bond Index. The fund invests at least 80% of its net assets (plus borrowings, if any) in debt instruments. It invests primarily in investment grade debt instruments. The fund also may lend its securities, and it may invest in various fixed-income securities and money market funds, including money market funds advised by the fund's investment advisor, in order to manage its cash.
Fund filings (PDF) »
Asset managers:
Matthew Pappas (Started: Jul 1, 2007)
Catherine Powers (Started: Dec 14, 2011)
Advisor Company:
SSgA Funds Management Inc
Fund family reports on Morningstar »
State Street Global Advisors, Level 17,420 George Street, Sydney NSW 2000

Risk

  1 year 3 years 5 years 10 years  
Alpha* 2.96 1.15 1.00 -1.24
Beta* 1.17 0.94 0.90 0.86
Mean annual return 0.06 0.35 0.47 0.26
R-squared* 71.62 77.36 79.51 54.85
Standard deviation 3.86 3.03 3.74 3.92
Sharpe ratio 0.17 1.35 1.46 0.37
* Against standard index

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