3 / 5 Stars
4 4 4 5 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
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 33.73 percent over the past year, 17.17 percent over the past three years, 17.75 percent over the past five years, and 7.83 percent over the past decade.
|Trailing Returns||Updated 11.30.2013|
|Year to date||32.0%|
|3 Years (Annualized)||17.2%|
|5 Years (Annualized)||17.7%|
|10 Years (Annualized)||7.8%|
The investment seeks long-term growth of capital and income. The fund invests primarily in equity securities of U.S. companies, such as common and preferred stocks. The portfolio managers combine various investment management styles, which may include core, growth and value, designed to produce a broadly diversified portfolio. As a result, it has characteristics similar to the Standard & Poor’s 500® Composite Stock Index, including average market capitalization and dividend yield potential. The fund also may invest to a lesser extent in foreign (non-U.S.) securities and debt securities.
Fees are Below Average compared to funds in the same category.
GE S&S US Equity Fund has an expense ratio of 0.17 percent.
Risk is Average compared to funds in the same category according to Morningstar.