GE Institutional Strategic Investment Fund

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

#40 in Moderate Allocation

U.S. News evaluated 247 Moderate Allocation 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 13.82 percent over the past year, 7.74 percent over the past three years, 13.75 percent over the past five years, and 5.64 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 0.7%
1 Year 13.8%
3 Years (Annualized) 7.7%
5 Years (Annualized) 13.8%
10 Years (Annualized) 5.6%

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Summary

The investment seeks maximum total return. The fund seeks to achieve its investment objective by investing primarily in a combination of U.S. and foreign equity and debt securities and cash. It invests in equity securities, such as common and preferred stocks, principally for their capital appreciation potential and investment-grade debt securities principally for their income potential. The fund invests in cash principally for the preservation of capital, income potential or maintenance of liquidity. The portion of the fund invested in debt securities normally has a weighted average maturity of approximately five to ten years.

Fees

Fees are Average compared to funds in the same category.
GE Institutional Strategic Investment Fund has an expense ratio of 0.34 percent.

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Risk

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

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