GE Instl Small-Cap Equity Svc
3001 Summer Street Stamford CT 06905
Map
Phone: 800-242-0134
| Category: | Small Blend | | Fund Family: | GE Asset Management | | Net Assets: | 20.00K | | Year-to-Date Return: | 22.51% | | Yield: | 0.05% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Sep-05 |
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Jack Feiler
Lead Manager since
03-Aug-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: | $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. The fund invests at least 80% of assets in equity securities of small-cap companies under normal conditions. It uses a multi sub-adviser investment strategy that combines both growth and value investment management styles, so allows the Fund to benefit from both value and growth cycles in the marketplace. The Fund defines a small-cap company as one with a market capitalization within the capitalization range of the Russell 2000? Index. It may invest to a lesser extent in securities with capitalizations outside the fund?s small-cap range, debt securities and foreign securities. |
| Last Dividend
(23-Dec-08):
| 0.01 | | Last Cap Gain
(20-Dec-07):
| 1.51 | | Annual Holdings Turnover
| 73.00% | | Average for Category:
| 91.53% |
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| Expense | GSQSX | 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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0.37% Nasdaq 
0.12 (1.05%) 
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