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Wednesday, December 16, 2009, 8:29PM ET - U.S. Markets Closed. Dow Down 0.10% Nasdaq Up 0.27%
GE Instl Premier Growth Equity Svc (GEPSX)On Dec 16: 7.79   0.00 (0.00%)  
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Profile  As of 30-Nov-09Get Profile for:
GE Instl Premier Growth Equity Svc
3001 Summer Street Stamford CT 06905
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Phone: 800-242-0134
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FUND OVERVIEW 
Category:Large Growth
Fund Family:GE Asset Management
Net Assets:3.11M
Year-to-Date Return:34.15%
Yield:0.90%
Morningstar Rating:3 stars
Fund Inception Date:03-Jan-01
MORNINGSTAR STYLE BOX 
Large Growth
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About the Morningstar Style Box
MANAGEMENT INFORMATION 
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.
INVESTMENT INFORMATION 
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
GEPSX can be purchased from brokerages.
FUND SUMMARY 
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.
FUND OPERATIONS 
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%
FEES & EXPENSES 
ExpenseGEPSXCategory
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
* Per $10,000 invested


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