GE Premier Growth Equity Y
3001 Summer Street Stamford CT 06905
Phone: 800-242-0134
| Category: |
Large Growth |
| Fund Family: |
GE Asset Management |
| Net Assets: |
8.78M |
| Year-to-Date Return: |
5.09% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
31-Dec-96 |
|
David B. Carlson
Lead Manager since
31-Dec-96 |
|
| 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: |
$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 |
|
|
|
| The investment seeks long-term growth of capital and future income rather than current income. The fund invests normally at least 80% of assets in equity securities. It invests primarily in a limited number of large- and medium-sized companies that the portfolio manager believes have above-average growth histories and/or growth potential. The fund also may invest to a lesser extent in foreign securities and debt securities. |
| Last Dividend
(21-Dec-06):
|
0.17 |
| Last Cap Gain
(20-Dec-07):
|
2.56 |
| Annual Holdings Turnover
|
25.00% |
| Average for Category:
|
99.57% |
|
| Expense |
GEPDX |
Category
Avg |
| Total Expense Ratio: |
0.76%
|
1.37% |
| Max 12b1 Fee: |
0.00%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
5.38% |
| Max Deferred Sales Load: |
0.00%
|
2.71% |
| 3 Yr Expense Projection*: |
$243 |
$632 |
| 5 Yr Expense Projection*: |
$422 |
$958 |
| 10 Yr Expense Projection*: |
$942 |
$1,894 |
|
|
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