4 / 5 Stars
5 5 3 4 2
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#24 in Small Blend
U.S. News evaluated 225 Small Blend 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 25.28 percent over the past year, 16.00 percent over the past three years, 23.49 percent over the past five years, and 8.91 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.2%|
|3 Years (Annualized)||16.0%|
|5 Years (Annualized)||23.5%|
|10 Years (Annualized)||8.9%|
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 small-cap companies, such as common and preferred stocks. It defines a small-cap company as one with a market capitalization that, at the time of investment, falls between (a) the bottom range of the Russell 2000® Index and (b) the greater of either the top range of the Russell 2000® Index or $3 billion.
Fees are Average compared to funds in the same category.
GE Institutional Small Cap Equity Fund has an expense ratio of 0.88 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.