GE Small-Cap Equity B
3001 Summer Street Stamford CT 06905
Map
Phone: 800-242-0134
| Category: | Small Blend | | Fund Family: | GE Asset Management | | Net Assets: | 3.65M | | Year-to-Date Return: | -2.60% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Sep-98 |
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Jack Feiler
Lead Manager since
30-Sep-98 | | | Jack Feiler, President and Chief Investment Officer, has more than 35 years of investment experience and has served as the principal small-cap portfolio manager at Palisade since the commencement of Palisades operations in April 1995. He has served as a portfolio manager of the GE Small-Cap Equity Fund since its inception. Prior to joining Palisade, Mr. Feiler was a Senior Vice President-Investments at Smith Barney from 1990 to 1995. |
| 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 |
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| The investment seeks capital growth. The fund normally invests at least 80% of assets in equity securities of small-cap companies and invests primarily in equity securities of small-cap companies that the portfolio managers believe are undervalued by the market but have solid growth prospects. It defines a small-cap company as one with a market capitalization within the capitalization range of the Russell 2000 index. |
| Last Dividend
(9-Dec-98):
| 0.01 | | Last Cap Gain
(20-Dec-07):
| 2.97 | | Annual Holdings Turnover
| 37.00% | | Average for Category:
| 93.00% |
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| Expense | GBSCX | Category
Avg | | Total Expense Ratio: | 1.98%
| 1.39% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 4.00%
| 2.61% | | 3 Yr Expense Projection*: |
$852 | $591 | | 5 Yr Expense Projection*: |
$1,119 | $967 | | 10 Yr Expense Projection*: |
$2,045 | $1,931 |
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1.49% Nasdaq 
0.27%
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