GE Institutional US Large Cap Core Equity Fund

Scorecard
3 / 5 Stars
Lipper
3 3 4 4 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C (Hold)

U.S. News evaluated 492 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 24.02 percent over the past year, 13.42 percent over the past three years, 19.61 percent over the past five years, and 8.06 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 3.3%
1 Year 24.0%
3 Years (Annualized) 13.4%
5 Years (Annualized) 19.6%
10 Years (Annualized) 8.1%

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Summary

The investment seeks long-term growth of capital and future income. The fund seeks to achieve its investment objectives by investing at least 80% of its net assets under normal circumstances in equity securities of large-capitalization U.S. companies, such as common and preferred stocks. It invests in U.S. large-cap companies (meaning companies with a market capitalization of $8 billion or more) that the portfolio managers believe are undervalued by the market but have solid growth prospects. The fund also may invest to a lesser extent in securities of foreign (non-U.S.) issuers and debt securities.

Fees

Fees are Above Average compared to funds in the same category.
GE Institutional US Large Cap Core Equity Fund has an expense ratio of 0.68 percent.

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Risk

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

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