GE Institutional U.S. Equity Fund

Scorecard
3 / 5 Stars
Lipper
4 4 4 5 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
TheStreet.com
B+ (Buy)

#204 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.

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Performance

The fund has returned 27.25 percent over the past year, 13.38 percent over the past three years, 21.63 percent over the past five years, and 7.19 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 1.4%
1 Year 27.3%
3 Years (Annualized) 13.4%
5 Years (Annualized) 21.6%
10 Years (Annualized) 7.2%

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Summary

The investment seeks long-term growth of capital. The fund seeks to achieve its investment objective by investing at least 80% of its net assets under normal circumstances in equity securities of U.S. companies, such as common and preferred stocks. It also may invest to a lesser extent in securities of foreign (non-U.S.) issuers and debt securities. The portfolio managers may also invest in various types of derivatives (such as options, futures and options on futures) to gain exposure to certain types of securities as an alternative to investing directly in such securities.

Fees

Fees are Average compared to funds in the same category.
GE Institutional U.S. Equity Fund has an expense ratio of 0.36 percent.

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Risk

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

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