GE Small-Cap Equity Y
3001 Summer Street Stamford CT 06905
Map
Phone: 800-242-0134
| Category: | Small Blend | | Fund Family: | GE Asset Management | | Net Assets: | 4.37M | | Year-to-Date Return: | 2.27% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Sep-98 |
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Jack Feiler
Lead Manager since
30-Sep-98 | | | Feiler is president, chief investment officer, and portfolio manager with Palisades Capital Management, his employer since its formation in 1995. In 1990. he joined Smith Barney as senior vice president of investments. Prior to that, he was with Burnham & Company as an account executive and was later promoted to senior executive vice president of Broad Street Investment Management in 1981. He has more than 33 years of investment experience. |
| 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
(21-Dec-05):
| 0.08 | | Last Cap Gain
(20-Dec-07):
| 2.97 | | Annual Holdings Turnover
| 37.00% | | Average for Category:
| 93.36% |
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| Expense | GESVX | Category
Avg | | Total Expense Ratio: | 0.99%
| 1.40% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.59% | | 3 Yr Expense Projection*: |
$344 | $594 | | 5 Yr Expense Projection*: |
$596 | $972 | | 10 Yr Expense Projection*: |
$1,319 | $1,938 |
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0.65% Nasdaq 
0.27%
Profile
