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SSgA Moderate Balanced SL - dolfeedisclosure.com

SSgAModerateBalancedSLTheSSgAModerateStr ategicBalancedFund(the"Fund")seeksto approximateascloselyaspracticable,before expenses,thereturnof offera broaddiversificationanda disciplinedrebalancingprocessbyinvesting approximately45%ofthefund'sassetsin ,10%in internationalstocksand45%in 70% (yrs.) (%) ($mil.) (09/30/2020) (per$1,000)$ ("grossexpenseratio")areex-pensesthatred ucetherateof effectat thetimetheexpensesarecalculatedaftertaki ngintoaccountanyapplicablewaiversorreimb ursements, additionto feesandexpensescansubstantiallyreducethe growthof 'swebsiteforanexampleshowingthelong-term effectof considerwhenyoudecideto investin thinkaboutwhetheraninvestmentin a particularoption,alongwithyourotherinves tments, (asof03/31/2021) * * * TheS&PTargetRiskGrowthIndexis a multi-assetclassindexthatoffersincreased exposureto equities,whilealsousingsomefixedincomeex posureto 'sshares,whenredeemed, $ ,it is possibletolosemoneybyinvestingina ' intendedfordistributionto takenfromsourcesbelievedto bereliable,butis notguaranteedasto 70%of assetsin equitiesandtheremainderin thesamerisksasother, MAYLOSEVALUE- NOBANKGUARANTEE

SSgA Moderate Balanced SL The SSgA Moderate Strategic Balanced Fund (the "Fund") seeks to approximate as closely as practicable, before expenses, the return of the Moderate Strategic Balanced Custom Index over the long term.

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Transcription of SSgA Moderate Balanced SL - dolfeedisclosure.com

1 SSgAModerateBalancedSLTheSSgAModerateStr ategicBalancedFund(the"Fund")seeksto approximateascloselyaspracticable,before expenses,thereturnof offera broaddiversificationanda disciplinedrebalancingprocessbyinvesting approximately45%ofthefund'sassetsin ,10%in internationalstocksand45%in 70% (yrs.) (%) ($mil.) (09/30/2020) (per$1,000)$ ("grossexpenseratio")areex-pensesthatred ucetherateof effectat thetimetheexpensesarecalculatedaftertaki ngintoaccountanyapplicablewaiversorreimb ursements, additionto feesandexpensescansubstantiallyreducethe growthof 'swebsiteforanexampleshowingthelong-term effectof considerwhenyoudecideto investin thinkaboutwhetheraninvestmentin a particularoption,alongwithyourotherinves tments, (asof03/31/2021) * * * TheS&PTargetRiskGrowthIndexis a multi-assetclassindexthatoffersincreased exposureto equities,whilealsousingsomefixedincomeex posureto 'sshares,whenredeemed, $ ,it is possibletolosemoneybyinvestingina ' intendedfordistributionto takenfromsourcesbelievedto bereliable,butis notguaranteedasto 70%of assetsin equitiesandtheremainderin thesamerisksasother, MAYLOSEVALUE- NOBANKGUARANTEE


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