GE Instl Premier Growth Equity Svc 3001 Summer Street Stamford CT 06905 Map
Phone: 800-242-0134
| Category: | Large Growth | | Fund Family: | GE Asset Management | | Net Assets: | 3.11M | | Year-to-Date Return: | 34.15% | | Yield: | 0.90% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Jan-01 |
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David Carlson
Lead Manager since
31-Oct-99 | | | Carlson is co-chief investment officer ? U.S. Equities and a senior portfolio manager responsible for the management of both the GE Premier Growth Equity and GE U.S. Equity Select strategies. As co-chief investment officer and the senior-most investment professional on the team, he sets the investment direction for U.S. Equities. He joined GE in 1980 as part of the GE Financial Management Program (FMP), a two-year training program within GE. |
| Min Initial Investment: | $5,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term growth of capital and future income. The fund invests at least 80% of assets in equity securities under normal market conditions. The Fund invests primarily in a limited number of large- and medium-sized companies from a number of industries based on the merits of individual companies. It also may invest to a lesser extent in foreign securities and debt securities. The fund also may invest to a lesser extent in foreign securities and debt securities. |
| Last Dividend
(23-Dec-08):
| 0.08 | | Last Cap Gain
(23-Dec-08):
| 1.11 | | Annual Holdings Turnover
| 28.00% | | Average for Category:
| 112.30% |
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| Expense | GEPSX | Category Avg | | Total Expense Ratio: | %
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.62% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $670 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,047 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,062 |
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