4 / 5 Stars
5 5 4 5 2
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#49 in Large Growth
U.S. News evaluated 466 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 27.95 percent over the past year, 16.09 percent over the past three years, 24.43 percent over the past five years, and 7.62 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.8%|
|3 Years (Annualized)||16.1%|
|5 Years (Annualized)||24.4%|
|10 Years (Annualized)||7.6%|
The investment seeks long-term growth of capital and future income. The fund invests at least 80% of net assets in equity securities, such as common and preferred stocks. It invests primarily in a limited number of large and medium sized companies (meaning companies with a market capitalization of $2 billion or more) that the portfolio manager believes have above-average growth histories and/or growth potential. The fund also may invest to a lesser extent in securities of foreign (non-U.S.) issuers and debt securities. It may also invest in various types of derivatives.
Fees are Average compared to funds in the same category.
GE Institutional Premier Growth Equity Investment has an expense ratio of 0.38 percent.
Risk is Average compared to funds in the same category according to Morningstar.