GE INVESTMENTS FUNDS, INC.
Total Return Fund
(Class 1 and Class 3)
Supplement dated February 5, 2014
To the Statutory Prospectus dated May 1, 2013,
as supplemented on July 12, 2013 and November 11, 2013
and
Summary Prospectus
dated May, 1, 2013
Effective February 5, 2014, the GE Investments Funds, Inc. statutory prospectus dated May 1, 2013, as
supplemented (the Prospectus), and the GE Investments Total Return Fund summary prospectus dated May 1, 2013 (the Summary Prospectus) are revised as follows:
Total Return Fund
On page 29 of
the Prospectus, and on page 4 of the Summary Prospectus, the sub-section entitled
Portfolio Managers
under the section entitled
Portfolio Management
is deleted in its entirety and replaced with the following:
Portfolio Managers
The primary individual portfolio
managers of the Fund are:
|
|
|
|
|
Portfolio Manager
|
|
Portfolio manager
experience in
this Fund
|
|
Primary title with
Investment Adviser
|
Jeffrey
Palma
|
|
Less than 1 year
|
|
Senior Vice
President, Tactical
Asset Allocation of GE Asset
Management
|
David Wiederecht
|
|
2 years
|
|
President and Chief
Investment Officer
Investment Solutions of GE
Asset Management
|
Alan Mason
|
|
Less than 1 year
|
|
Managing Director of
BlackRock, Inc.
|
Christopher
Bliss, CFA,
CPA
|
|
Less than 1 year
|
|
Managing Director of
BlackRock, Inc.
|
Scott Radell,
CFA
|
|
Less than 1 year
|
|
Managing Director
of
BlackRock, Inc.
|
On page 52 of the Prospectus, under the sub-section entitled
Portfolio Management Teams
within the section entitled
About the Funds Portfolio Managers,
the paragraph entitled
Total Return Fund
is deleted in its entirety and replaced with the following:
The
Total Return Fund
is managed by a team of portfolio managers that includes Jeffrey Palma and David Wiederecht. Messrs. Palma and Wiederecht are
vested with oversight authority for determining asset allocations for the Fund. Each of the U.S. equity, international equity and fixed income portions of the Fund are managed by BlackRock, a sub-adviser retained by GE Asset Management. In addition
to oversight authority for asset allocation, Messrs. Palma and Wiederecht may at times adjust the Funds investment exposure through the use of various investment techniques, such as investments in derivative instruments and exchange traded
funds. Additional information about the sub-advisers can be found under the section entitled
About the Sub-Advisers
Total Return Fund
later in this Prospectus.
On page 53 of the Prospectus, under
the sub-section entitled
Portfolio Manager Biographies
within the section entitled
About the Funds Portfolio Managers,
the biography of Greg Hartch is deleted in its entirety.
On page 56 of the Prospectus, under the sub-section entitled
Total Return Fund
within the section entitled
About
the Sub-Advisers,
the paragraphs are deleted in their entirety and replaced with the following:
Total Return Fund
The
Total Return Funds
assets are allocated to and managed by BlackRock. GE Asset Management is responsible for allocating the U.S. equity,
international equity and fixed income portions of the Fund to BlackRock (Allocated Assets) and for managing the Funds cash position. BlackRocks Allocated Assets are managed by Alan Mason, Christopher Bliss, CFA, CPA, Greg Savage, CFA,
Scott Radell, CFA, James Mauro and Karen Uyehara.
BlackRock Investment Management, LLC
1 University Square
Princeton, NJ 08540
BlackRock is a registered investment adviser and commodity pool operator organized in 1999. It is an indirect wholly-owned subsidiary of BlackRock, Inc. As of
December 31, 2012, BlackRock, Inc., managed $3.79 trillion across equity, fixed income, real estate, liquidity, alternatives, and asset allocation/balanced strategies for institutional and retail clients. Key professionals involved in the
day-to-day portfolio management for the Total Return Fund are:
Alan Mason
is a Managing Director of BlackRock, Inc. since 2009. Previously,
Mr. Mason was a Managing Director of Barclays Global Investors from 2008 to 2009 and a Principal from 1996 to 2008.
Christopher Bliss, CFA, CPA
is a Managing Director of BlackRock, Inc. since 2010 and previously was a principal of Barclays Global Investors from 2005 to 2009.
Greg Savage,
CFA
is a Managing Director of BlackRock, Inc. since 2010 and became a Director in 2009. Previously, Mr. Savage was a Principal of Barclays Global Investors from 2007 to 2009 and an Associate from 1999 to 2007.
Scott Radell, CFA
is a Managing Director of BlackRock, Inc. since 2009 and is Co-Head of U.S. Fixed Income Portfolio Solutions within BlackRocks
Model-Based Fixed Income Portfolio Management Group since 2009. Previously, Mr. Radell was a portfolio manager of Barclays Global Investors from 2004 to 2009.
James Mauro
is a Director of BlackRock, Inc. since 2010 and previously was a Vice President of State Street Global Advisors from 2001 to 2010.
Karen Uyehara
is a Director of BlackRock, Inc. since 2010 and previously was a portfolio manager of Western Asset Management Company from 2005 to 2010.
This Supplement should be retained with your
Summary Prospectus and Prospectus for future reference.
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