| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
4
4
5
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
#32 in Large Growth
U.S. News evaluated 485 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all GE Asset Management funds
Performance
The fund has returned 26.57 percent over the past year, 16.80 percent over the past three years, 6.67 percent over the past five years, and 7.22 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 13.5% |
| 1 Year | 26.6% |
| 3 Years (Annualized) | 16.8% |
| 5 Years (Annualized) | 6.7% |
| 10 Years (Annualized) | 7.2% |
Summary
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
Fees are Below Average compared to funds in the same category.
GE Institutional Premier Growth Equity Investment has an expense ratio of 0.38 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
