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

Tuesday, December 1, 2009, 9:57PM ET - U.S. Markets Closed. Dow Up 1.23% Nasdaq Up 1.46%
GE Premier Growth Equity A (GEPCX)On Dec 1: 18.89  Up 0.24 (1.29%)  
MORE ON GEPCX
Quotes
Charts
News & Info
Fund
HereProfile
Analyst


Profile  As of 31-Oct-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:133.88M
Year-to-Date Return:26.53%
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 Carlson
Lead Manager since 31-Dec-96
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:$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: 110.55%
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% 5.43%
Max Deferred Sales Load:% 2.63%
3 Yr Expense Projection*: $ 914$672
5 Yr Expense Projection*: $ 1,163$1,053
10 Yr Expense Projection*: $ 1,875$2,074
* 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