GE S&S Program Mutual Geim 3003 Summer Street Stamford CT 06904 Map
Phone: 800-242-0134
| Category: | Large Growth | | Fund Family: | GE Group | | Net Assets: | 3.64B | | Year-to-Date Return: | 29.77% | | Yield: | 1.65% | | Morningstar Rating: |  | | Fund Inception Date: | 22-Apr-59 |
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David Carlson
Lead Manager since
01-Jan-91 | | | 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: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term growth of capital and income. The fund invests in a portfolio consisting principally of common stocks and securities convertible into common stock. Investments may also be made in preferred stocks and in debt securities when such investments appear consistent with the long-term objective of the fund. As a result, the portfolio has characteristics similar to the S&P 500 index. |
| Last Dividend
(30-Dec-08):
| 0.60 | | Last Cap Gain
(30-Dec-08):
| 0.00 | | Annual Holdings Turnover
| 58.00% | | Average for Category:
| 112.30% |
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| Expense | GESSX | 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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