GE Institutional S&P 500 Index Fund

Scorecard
4 / 5 Stars
Lipper
5 5 5 5 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
5 / 5 Stars
TheStreet.com
A- (Buy)

#32 in Large Blend

U.S. News evaluated 487 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 25.16 percent over the past year, 14.18 percent over the past three years, 22.90 percent over the past five years, and 7.06 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 1.0%
1 Year 25.2%
3 Years (Annualized) 14.2%
5 Years (Annualized) 22.9%
10 Years (Annualized) 7.1%

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Summary

The investment seeks growth of capital and accumulation of income that corresponds to the investment return of the S&P 500® Composite Stock Index (S&P 500® Index). The fund seeks to replicate the return of the S&P 500® Index while holding transaction costs low and minimizing portfolio turnover. It attempts to achieve a correlation between the fund's total return and that of the S&P 500® Index of at least 0.95, without taking expenses into account. The fund also may invest to a lesser extent in securities that are not in the S&P 500® Index.

Fees

Fees are Average compared to funds in the same category.
GE Institutional S&P 500 Index Fund has an expense ratio of 0.15 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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