GE Premier Growth Equity C 3001 Summer Street Stamford CT 06905
Phone: 800-242-0134
| Category: |
Large Growth |
| Fund Family: |
GE Asset Management |
| Net Assets: |
14.31M |
| Year-to-Date Return: |
-3.26% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
30-Sep-99 |
|
David B. Carlson
Lead Manager since
31-Dec-96 |
|
| Carlson is co-chief investment officer ? U.S. Equities and a senior portfolio manager responsible for the management of both the GE Premier Growth Equity and GE U.S. Equity Select strategies. As co-chief investment officer and the senior-most investment professional on the team, he sets the investment direction for U.S. Equities. He joined GE in 1980 as part of the GE Financial Management Program (FMP), a two-year training program within GE. |
| 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
|
N/A |
| Last Cap Gain
(23-Dec-08):
|
1.17 |
| Annual Holdings Turnover
|
27.00% |
| Average for Category:
|
109.93% |
|
| Expense |
GPGCX |
Category Avg |
| Total Expense Ratio: |
1.88%
|
1.33% |
| Max 12b1 Fee: |
1.00%
|
N/A |
| Max Front End Sales Load: |
%
|
5.43% |
| Max Deferred Sales Load: |
1.00%
|
2.63% |
| 3 Yr Expense Projection*: |
$592 |
$653 |
| 5 Yr Expense Projection*: |
$1,018 |
$1,027 |
| 10 Yr Expense Projection*: |
$2,205 |
$2,050 |
|
|