GE Core Value Equity Y
3001 Summer Street Stamford CT 06905
Map
Phone: 800-242-0134
| Category: | Large Blend | | Fund Family: | GE Asset Management | | Net Assets: | 300.00K | | Year-to-Date Return: | 23.46% | | Yield: | 1.30% | | Morningstar Rating: |  | | Fund Inception Date: | 05-Jan-98 |
|
Steve Gelhaus
Lead Manager since
31-Jan-02 | | | Gelhaus is a Vice President and Portfolio Manager assisting in the management of the U.S. Large Cap Value Equity portfolio. He also shares portfolio management responsibility for the U.S. Multi-Style? Equity portfolio. Gelhaus has 15 years of investment experience at GEAM. Gelhaus holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $25 | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $25 |
|
| |
| The investment seeks long-term growth of capital and future income. The fund invests normally at least 80% of net assets in equity securities. It invests primarily in U.S. companies that the portfolio manager believes are undervalued by the market but have solid growth prospects. It also may invest to a lesser extent in foreign securities and debt securities. |
| Last Dividend
(23-Dec-08):
| 0.12 | | Last Cap Gain
(23-Dec-08):
| 0.10 | | Annual Holdings Turnover
| 67.00% | | Average for Category:
| 78.74% |
|
| Expense | ITVYX | Category
Avg | | Total Expense Ratio: | %
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $781 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,299 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,389 |
|
|
0.31% Nasdaq 
0.05%
Profile
