Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Monday, November 9, 2009, 5:12PM ET - U.S. Markets Closed. Dow Up 2.03% Nasdaq Up 1.97%
GE Premier Growth Equity A (GEPCX)On Nov 6: 18.24  Up 0.02 (0.11%)  
MORE ON GEPCX
Quotes
Charts
News & Info
Fund
HereProfile
Analyst


Profile  As of 30-Sep-09Get Profile for:
GE Premier Growth Equity A
3001 Summer Street Stamford CT 06905
Map
Phone: 800-242-0134
Free prospectuses for
more than 1,000 funds!
View List of Free Prospectuses
FUND OVERVIEW 
Category:Large Growth
Fund Family:GE Asset Management
Net Assets:149.66M
Year-to-Date Return:32.64%
Yield:0.05%
Morningstar Rating:3 stars
Fund Inception Date:31-Dec-96
MORNINGSTAR STYLE BOX 
Large Growth
[View Category Definition]
View Top Large Growth Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION 
David B. Carlson
Lead Manager since 31-Dec-96
Carlson is a director and executive vice president of GE Asset Management. He joined the firm in 1982 as a securities analyst for Investment Operations. He became a vice president for Mutual Fund Portfolios in 1987, a senior vice president in 1989 and a director and executive vice president in 2003. Carlson is a member of the New York Society of Security Analysts. Carlson holds the Chartered Financial Analyst designation.
INVESTMENT INFORMATION 
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
GEPCX can be purchased from 14 brokerages.
FUND SUMMARY 
The investment seeks long-term growth of capital and future income rather than current income. The fund invests normally at least 80% of assets in equity securities. It invests primarily in a limited number of large- and medium-sized companies that the portfolio manager believes have above-average growth histories and/or growth potential. The fund also may invest to a lesser extent in foreign securities and debt securities.
FUND OPERATIONS 
Last Dividend (23-Dec-08): 0.01
Last Cap Gain (23-Dec-08): 1.17
Annual Holdings Turnover 30.00%
Average for Category: 101.52%
FEES & EXPENSES 
ExpenseGEPCXCategory
Avg
Total Expense Ratio:1.13% 1.33%
Max 12b1 Fee:0.25% N/A
Max Front End Sales Load:5.75% 5.42%
Max Deferred Sales Load:% 2.63%
3 Yr Expense Projection*: $ 914$658
5 Yr Expense Projection*: $ 1,163$1,028
10 Yr Expense Projection*: $ 1,875$2,035
* Per $10,000 invested


Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Profile for Another Symbol: Symbol Lookup
Top Performers by StyleMorningstar Editorials