GE Premier Growth Equity A
3001 Summer Street Stamford CT 06905
Phone: 800-242-0134
| Category: | Large Growth | | Fund Family: | GE Asset Management | | Net Assets: | 141.47M | | Year-to-Date Return: | -3.17% | | Yield: | 0.26% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Dec-96 |
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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 |
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| 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
(22-Dec-09):
| 0.05 | | Last Cap Gain
(23-Dec-08):
| 1.17 | | Annual Holdings Turnover
| 27.00% | | Average for Category:
| 109.93% |
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| Expense | GEPCX | Category
Avg | | Total Expense Ratio: | 1.13%
| 1.33% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.43% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$914 | $653 | | 5 Yr Expense Projection*: |
$1,163 | $1,027 | | 10 Yr Expense Projection*: |
$1,875 | $2,050 |
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0.21 (1.15%)
