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Fund Intelligence | Best Managers | GEPCX Insights | GEPCX Score | GEPCX Performance | GEPCX Manager | GEPCX News | GEPCX Allocation | GEPCX Holdings Change

Mutual Fund Insights: GE Premier Growth Equity A Fund (GEPCX)

In-depth Analysis of GE Premier Growth Equity A Fund (GEPCX)

Mutual fund chart: GE Premier Growth Equity A Fund (GEPCX)

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See GE Premier Growth Equity A Fund (GEPCX) performance details as of February 28, 2010

  

    Last Trade: $20.19 on 3/19/2010, Change: -0.11 (-0.54%)
Experiment our closing price forecasting tool for GE Premier Growth Equity A Fund (GEPCX) (alpha release)

  

Fund Manager - David B. Carlson

Fund Manager Tenure: 13.2 years   [Similar Funds: GEPBX  GEPDX  GEPRX ]
Fundmojo Fund Grade: B (Score: 0.62)     (What does this score mean?)
David B. Carlson is co-chief investment officer – U.S. Equities and a senior portfolio manager responsible for the management of both the GE Premier Growth Equity and GE U.S. Equity Select strategies. As co-chief investment officer and the senior-most investment professional on the team, David B. Carlson sets the investment direction for U.S. Equities. David B. Carlson joined GE in 1980 as part of the GE Financial Management Program (FMP), a two-year training program within GE.  Get more insights on David B. Carlson

  

What we like about GE Premier Growth Equity A Fund (GEPCX) What we like about GE Premier Growth Equity A Fund (GEPCX)

Data for GE Premier Growth Equity A Fund (GEPCX) as of February 28, 2010

  • GE Premier Growth Equity A Fund (GEPCX) management has been with GE Premier Growth Equity A Fund for 13.2 years
  • GE Premier Growth Equity A Fund (GEPCX) has good short-term performance (1-year return 58.06% vs 51.46 % Large Growth category average)
  • GE Premier Growth Equity A Fund (GEPCX) ratio of up-years vs down years is greater than 2
  • GE Premier Growth Equity A Fund (GEPCX) has an annual stock turnover rate of 27.00% vs Large Growth average of 109.62%. It is good that GE Premier Growth Equity A management does not trade extensively for its return.
  • GE Premier Growth Equity A Fund (GEPCX) has a lower management fee than its Large Growth average: 1.10% vs 1.33%

  

What we are cautious about GE Premier Growth Equity A Fund (GEPCX) What we are cautious about GE Premier Growth Equity A Fund (GEPCX)

Data for GE Premier Growth Equity A Fund (GEPCX) as of February 28, 2010

  • GE Premier Growth Equity A Fund is a focused fund with 38.32% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • GE Premier Growth Equity A Fund (GEPCX) has a less-than-ideal mid-term performance (3-year return -2.50% vs -3.50 % Large Growth category average)
  • GE Premier Growth Equity A Fund (GEPCX) has a less-than-ideal Long-term performance (5-year return 1.03% vs 1.34 % Large Growth category average)
  • GE Premier Growth Equity A Fund (GEPCX) has a Morningstar rating of 3 and below
  • GE Premier Growth Equity A Fund (GEPCX) is more volatile than its peers as it has a 3-year Standard Deviation of 22.07 that is higher than category average of 21.35
  • GE Premier Growth Equity A Fund (GEPCX) carries a 5.75% load
See GE Premier Growth Equity A Fund (GEPCX) performance details as of February 28, 2010

  

  

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GE Premier Growth Equity A Fund (GEPCX) Net Asset

Track net asset change of GE Premier Growth Equity A fund (GEPCX)

DateNet Asset
02/2010$193.69M
01/2010$141.47M
11/2009$142.28M
More historic net asset information on GE Premier Growth Equity A Fund (GEPCX)

  

GE Premier Growth Equity A Fund (GEPCX) Portfolio Allocation

Track portfolio allocation change of GE Premier Growth Equity A fund (GEPCX)

DateCashStockBondOther
09/20092.03%97.96%0%0.01%
08/20092.2%97.8%0%0.01%
07/20094.19%95.8%0%0.01%
Click here to see more historic asset allocation information on GE Premier Growth Equity A Fund (GEPCX)

  

Most Recent Top 10 Holdings in GE Premier Growth Equity A Fund (GEPCX)

Discover what GE Premier Growth Equity A Fund (GEPCX) manager is buying

30-Sep-09
Liberty Media Corporation [4.5%]
WESTERN UNION COMPAN [4.24%]
QUALCOMM Incorporated [4.2%]
Amgen Inc. [4.1%]
STATE STREET CP [4%]
Bed Bath & Beyond Inc. [3.81%]
CME Group Inc. [3.62%]
PEPSICO INC [3.6%]
SCHLUMBERGER LTD [3.5%]
Intuit Inc. [3.5%]

31-Aug-09
QUALCOMM Incorporated [4.36%]
Liberty Media Corporation [4.33%]
Amgen Inc. [4.21%]
WESTERN UNION COMPAN [4.19%]
STATE STREET CP [4.13%]
Bed Bath & Beyond Inc. [3.83%]
Intuit Inc. [3.68%]
CME Group Inc. [3.54%]
PEPSICO INC [3.44%]
SCHLUMBERGER LTD [3.41%]

31-Jul-09
Liberty Media Corporation [4.52%]
Amgen Inc. [4.39%]
QUALCOMM Incorporated [4.34%]
Ge Money Market Stif Segregated As Collateral [4.19%]
WESTERN UNION COMPAN [4.06%]
STATE STREET CP [3.96%]
Intuit Inc. [3.94%]
Bed Bath & Beyond Inc. [3.65%]
PEPSICO INC [3.45%]
CME GROUP INC CL A [3.39%]
Click here for Stock Holding Change Map in GE Premier Growth Equity A Fund (GEPCX)

  

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Latest News on GE Premier Growth Equity A (GEPCX)

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