GE Instl U.S. Equity Inv
3001 Summer Street Stamford CT 06905
Map
Phone: 800-242-0134
| Category: | Large Blend | | Fund Family: | GE Asset Management | | Net Assets: | 511.19M | | Year-to-Date Return: | -7.45% | | Yield: | 1.33% | | Morningstar Rating: |  | | Fund Inception Date: | 25-Nov-97 |
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Paul C. Reinhardt
Lead Manager since
31-Jan-01 | | | Reinhardt is a Senior Vice President and lead Portfolio Manager responsible for U.S. Large Cap Value equity portfolios. He has 23 years of investment experience with GEAM. He holds an MBA from Columbia University, a BA in Economics from Hartwick College, and is a member of the New York Society of Security Analysts. Reinhardt 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. The fund invests at least 80% of assets in equity securities under normal market conditions and invests primarily in equity securities of U.S. companies. The portfolio managers use a multi-style investment strategy that combines growth and value investment management styles. As a result, the fund has characteristics similar to the Standard & Poor's 500 index, including average market capitalization and dividend yield potential. |
| Last Dividend
(20-Dec-07):
| 0.18 | | Last Cap Gain
(20-Dec-07):
| 1.42 | | Annual Holdings Turnover
| 58.00% | | Average for Category:
| 71.30% |
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| Expense | GUSIX | Category
Avg | | Total Expense Ratio: | 0.36%
| 1.11% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$121 | $577 | | 5 Yr Expense Projection*: |
$210 | $877 | | 10 Yr Expense Projection*: |
$474 | $1,739 |
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1.49% Nasdaq 
0.27%
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