| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
5
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
#24 in Large Blend
U.S. News evaluated 498 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 16.70 percent over the past year, 12.68 percent over the past three years, 5.19 percent over the past five years, and 7.77 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 12.7% |
| 1 Year | 16.7% |
| 3 Years (Annualized) | 12.7% |
| 5 Years (Annualized) | 5.2% |
| 10 Years (Annualized) | 7.8% |
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 debt securities, securities of foreign (non-U.S.) issuers and other 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.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
