GE Small-Cap Equity R 3001 Summer Street Stamford CT 06905 Map
Phone: 800-242-0134
| Category: | Small Blend | | Fund Family: | GE Asset Management | | Net Assets: | 10.00K | | Year-to-Date Return: | 22.21% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Jan-08 |
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Jack Feiler
Lead Manager since
30-Sep-98 | | | Jack Feiler, has nearly 40 years of investment experience and has served as the Chief Investment Officer at Palisade since the commencement of Palisade?s operations in April 1995. Prior to joining Palisade, he was a Senior Vice President-Investments at Smith Barney from 1990 to 1995. |
| Min Initial Investment: | $500 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $25 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks capital growth. The fund normally invests at least 80% of assets in equity securities of small-cap companies and invests primarily in equity securities of small-cap companies that the portfolio managers believe are undervalued by the market but have solid growth prospects. It defines a small-cap company as one with a market capitalization within the capitalization range of the Russell 2000 index. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(23-Dec-08):
| 0.86 | | Annual Holdings Turnover
| 60.00% | | Average for Category:
| 91.53% |
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| Expense | GECRX | Category Avg | | Total Expense Ratio: | %
| 1.41% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.36% | | Max Deferred Sales Load: | %
| 2.34% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $620 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $994 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,000 |
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