GE Instl Premier Growth Equity Svc
3001 Summer Street Stamford CT 06905
Map
Phone: 800-242-0134
| Category: | Large Growth | | Fund Family: | GE Asset Management | | Net Assets: | 4.91M | | Year-to-Date Return: | 0.00% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Jan-01 |
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David B. Carlson
Lead Manager since
31-Oct-99 | | | 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. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term growth of capital and future income. The fund invests at least 80% of assets in equity securities under normal market conditions. The Fund invests primarily in a limited number of large- and medium-sized companies from a number of industries based on the merits of individual companies. It also may invest to a lesser extent in foreign securities and debt securities. The fund also may invest to a lesser extent in foreign securities and debt securities. |
| Last Dividend
(21-Dec-06):
| 0.05 | | Last Cap Gain
(20-Dec-07):
| 1.11 | | Annual Holdings Turnover
| 29.00% | | Average for Category:
| 98.98% |
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| Expense | GEPSX | Category
Avg | | Total Expense Ratio: | 0.62%
| 1.36% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.40% | | Max Deferred Sales Load: | 0.00%
| 2.70% | | 3 Yr Expense Projection*: |
$199 | $630 | | 5 Yr Expense Projection*: |
$347 | $972 | | 10 Yr Expense Projection*: |
$776 | $1,911 |
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0.65% Nasdaq 
0.27%
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