Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | SESPX Insights | SESPX Score | SESPX Performance | SESPX News | SESPX Allocation | SESPX Holdings Change

SSgA Enhanced Small Cap N (SESPX) Fund Ranking and Research

Ranking, Research and Recommendation of SSgA Enhanced Small Cap N (SESPX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of SSgA Enhanced Small Cap N Fund (SESPX) ManagerFund Manager - Simon Roe

Fund Manager Information

Fund Manager Tenure: 8.9 years
Fund Family: State Street Global Advisors (Chicago)
Fund Category: Small Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.62)     (What does this score mean?)

 

Graph of SSgA Enhanced Small Cap N Fund (SESPX) ProfileSSgA Enhanced Small Cap N Fund (SESPX) Profile

Fund Profile and Description

SSgA Enhanced Small Cap N Fund seeks to maximize total return. SSgA Enhanced Small Cap N Fund normally invests 80% of assets in equity securities of small capitalization securities, such as common stocks (including IPOs), issued by companies with a market capitalization, at the time of investment, no larger than the largest capitalization stock in the Russell 2000 Index. SSgA Enhanced Small Cap N Fund employs a proprietary quantitative stock-selection model, which is intended to control risk exposure relative to Russell 2000 index, as well as determine the specific securities and quantities the fund purchases, holds and sells.

 

SSgA Enhanced Small Cap N (SESPX) Fund Strength What we like about SSgA Enhanced Small Cap N (SESPX) Fund

Data for SSgA Enhanced Small Cap N Fund (SESPX) as of May 30, 2016

  • SSgA Enhanced Small Cap N Fund (SESPX) management has been with SSgA Enhanced Small Cap N Fund for 8.9 years
  • SSgA Enhanced Small Cap N Fund (SESPX) has good mid-term performance (3-year return 7.71% vs 6.96% Small Blend category median performance)
  • SSgA Enhanced Small Cap N Fund (SESPX) has good Long-term performance (5-year return 9.23% vs 7.84% Small Blend category median performance)
  • SSgA Enhanced Small Cap N Fund (SESPX) ratio of up-years vs down years is greater than 2
  • Asset base in SSgA Enhanced Small Cap N Fund (SESPX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • SSgA Enhanced Small Cap N Fund (SESPX) has a lower expense ratio than its Small Blend average: 0.75% vs 1.22%

SSgA Enhanced Small Cap N Fund (SESPX) Weakness What we are cautious about SSgA Enhanced Small Cap N (SESPX) Fund

Data for SSgA Enhanced Small Cap N Fund (SESPX) as of May 30, 2016

  • SSgA Enhanced Small Cap N Fund (SESPX) has a less-than-ideal short-term performance (1-year return -6.66% vs -5.18% Small Blend category median performance)
  • SSgA Enhanced Small Cap N Fund (SESPX) has a Morningstar rating of 3 and below
  • SSgA Enhanced Small Cap N Fund (SESPX) has an annual stock turnover rate of 90.00% that is higher than the Small Blend average of 52.13%. This could mean SSgA Enhanced Small Cap N is more nimble, but also signal potential high tax impact and high trading fees
  • SSgA Enhanced Small Cap N Fund (SESPX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.92 that is higher than category average of 14.58
  • Even though SSgA Enhanced Small Cap N Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See SSgA Enhanced Small Cap N Fund (SESPX) performance details as of May 30, 2016

 

What do you think?

 

Compare SSgA Enhanced Small Cap N Fund (SESPX)Compare with other top Small Blend category mutual funds

Aadditional top Small Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
SSgA Enhanced Small Cap N1.22-6.667.719.23
Voya Small Company W (ISMWX)5.840.399.509.36Compare
Natixis Vaughan Nelson Small Cap Value A (NEFJX)4.84-1.7410.7010.01Compare
CRM Small Cap Value Instl (CRISX)4.71-1.578.116.99Compare

See top fund managers for Small Blend Category Funds

 

Compare SSgA Enhanced Small Cap N Fund (SESPX)Compare with Small Blend category ETFs

Some Small Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR S&P 600 Small Cap ETF (SLY)5.61%0.29%9.84%
Wilshire Micro-Cap ETF (WMCR)000
Vanguard Small-Cap ETF (VB)000
Vanguard S&P Small-Cap 600 ETF (VIOO)000
WisdomTree SmallCap Earnings ETF (EES)000

 

Graph of SSgA Enhanced Small Cap N Fund (SESPX) Net Asset TrackingSSgA Enhanced Small Cap N (SESPX) Fund Net Asset

Track net asset change of SSgA Enhanced Small Cap N fund (SESPX)

DateNet Asset
05/2016$35.73M
03/2016$35.21M
02/2016$29.32M
More historic net asset information on SSgA Enhanced Small Cap N Fund (SESPX)

  

Graph of SSgA Enhanced Small Cap N Fund (SESPX) Portfolio TrackingSSgA Enhanced Small Cap N (SESPX) Fund Portfolio Allocation

Track portfolio allocation change of SSgA Enhanced Small Cap N fund (SESPX)

DateCashStockBondOther
04/20162.24%97.73%0%0.01%
01/20162.85%97.13%0%0.01%
12/20151.74%98.24%0%0.01%
Click here to see more historic asset allocation information on SSgA Enhanced Small Cap N Fund (SESPX)

 

graph of SSgA Enhanced Small Cap N Fund (SESPX) Top 10 Position TrackingTop 10 Holdings in SSgA Enhanced Small Cap N (SESPX) Fund

Discover what SSgA Enhanced Small Cap N Fund (SESPX) manager is buying

Apr 29, 2016
Russell 2000 Mini Jun16 Ifus 20160617 [2.76%]
Berry Plastics Group, Inc. Comm [0.67%]
Western Alliance Bancorporation [0.63%]
Curtiss-Wright Corporation Comm [0.63%]
Burlington Stores, Inc. Common [0.63%]
HealthSouth Corporation Common [0.62%]
Southwest Gas Corporation Commo [0.62%]
EMCOR Group, Inc. Common Stock [0.61%]
SCIENCE APPLICATIONS INTERNATIO [0.61%]
Manhattan Associates, Inc. [0.61%]

Jan 30, 2016
Russell 2000 Mini Mar16 Ifus 20160318 [2.44%]
Manhattan Associates, Inc. [0.66%]
HealthSouth Corporation Common [0.65%]
Berry Plastics Group, Inc. Comm [0.64%]
CNO Financial Group, Inc. Commo [0.64%]
Burlington Stores, Inc. Common [0.64%]
Curtiss-Wright Corporation Comm [0.62%]
EMCOR Group, Inc. Common Stock [0.61%]
Southwest Gas Corporation Commo [0.61%]
Kite Realty Group Trust Common [0.6%]

Dec 30, 2015
Russell 2000 Mini Mar16 Ifus 20160318 [1.41%]
Neurocrine Biosciences, Inc. [0.75%]
Berry Plastics Group, Inc. Comm [0.73%]
Manhattan Associates, Inc. [0.67%]
CNO Financial Group, Inc. Commo [0.66%]
HealthSouth Corporation Common [0.64%]
Umpqua Holdings Corporation [0.63%]
Curtiss-Wright Corporation Comm [0.63%]
EMCOR Group, Inc. Common Stock [0.59%]
Kite Realty Group Trust Common [0.59%]
Click here for Stock Holding Change Map in SSgA Enhanced Small Cap N Fund (SESPX)

  

Latest News on SSgA Enhanced Small Cap N (SESPX) Fund

See what is happening with SSgA Enhanced Small Cap N Fund (SESPX)

    No recent news

 

SSgA Enhanced Small Cap N Fund (SESPX) Related ResourcesSee more information on SSgA Enhanced Small Cap N (SESPX) Fund

Popular pages on SSgA Enhanced Small Cap N (SESPX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update