GE Instl Small-Cap Equity Svc
3001 Summer Street Stamford CT 06905
Map
Phone: 800-242-0134
| Category: | Small Blend | | Fund Family: | GE Asset Management | | Net Assets: | 100.00K | | Year-to-Date Return: | -12.94% | | Yield: | 0.28% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Sep-05 |
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David Wieder
Lead Manager since
01-Sep-08 | | | Mr. Wiederecht joined GE Asset Management in 1988 and has held various positions at GE Asset Management including Vice President Alternative Investments Private Equity Hedge Fund from 1998 to 2004, and Managing Director Alternative Investments from 2004 to 2008, responsible in both positions for portfolio management within those strategies. |
| 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. The fund invests at least 80% of assets in equity securities of small-cap companies under normal market conditions. It invests primarily in small-cap companies that the portfolio managers believe are undervalued by the market but have solid growth prospects. The fund defines a small-cap company as one with a market capitalization within the capitalization range of the Russell 2000 index. It may invest to a lesser extent in securities with capitalizations outside the fund's small-cap range, debt securities and foreign securities. |
| Last Dividend
(20-Dec-07):
| 0.04 | | Last Cap Gain
(20-Dec-07):
| 1.51 | | Annual Holdings Turnover
| 51.00% | | Average for Category:
| 92.83% |
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| Expense | GSQSX | Category
Avg | | Total Expense Ratio: | 0.85%
| 1.39% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.20% | | Max Deferred Sales Load: | 0.00%
| 2.61% | | 3 Yr Expense Projection*: |
$375 | $592 | | 5 Yr Expense Projection*: |
$649 | $968 | | 10 Yr Expense Projection*: |
$1,432 | $1,933 |
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11.08% Nasdaq 0.00%
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