GE Global Equity A 3001 Summer Street Stamford CT 06905 Map
Phone: 800-242-0134
| Category: | World Stock | | Fund Family: | GE Asset Management | | Net Assets: | 30.64M | | Year-to-Date Return: | 24.65% | | Yield: | 1.60% | | Morningstar Rating: |  | | Fund Inception Date: | 22-Feb-93 |
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Daizo Motoyoshi
Lead Manager since
01-Sep-03 | | | Motoyoshi is a senior vice president of GE Asset Management and portfolio manager of GE Global Equity fund and has served in this capacity since September, 2003. He joined GE Asset Management in 1994 as an international equity analyst and portfolio manager and became a Global Equity portfolio manager in 2002. Prior to joining GE Asset Management, Daizo held positions at Alliance Capital Management and Ernst & Young. |
| 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 long-term growth of capital. The fund invests normally at least 80% of net assets in equity securities. It invests in companies in developed and developing countries, including the United States. The fund invests primarily in countries included in the Morgan Stanley Capital International (MSCI) World index (MSCIW index) and in no fewer than three different countries. It also may invest to a lesser extent in debt securities. |
| Last Dividend
(23-Dec-08):
| 0.31 | | Last Cap Gain
(23-Dec-08):
| 0.71 | | Annual Holdings Turnover
| 57.00% | | Average for Category:
| 91.16% |
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| Expense | GEGEX | Category Avg | | Total Expense Ratio: | %
| 1.50% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 5.75%
| 5.33% | | Max Deferred Sales Load: | %
| 2.55% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $722 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,127 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,262 |
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