5 / 5 Stars
5 5 4 4 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#10 in Conservative Allocation
U.S. News evaluated 190 Conservative Allocation 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 13.28 percent over the past year, 10.44 percent over the past three years, 17.41 percent over the past five years, and 6.75 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.5%|
|3 Years (Annualized)||10.4%|
|5 Years (Annualized)||17.4%|
|10 Years (Annualized)||6.7%|
The investment seeks to provide income and capital appreciation. The fund seeks to provide income through investments in fixed income securities (bonds) and high dividend paying equities, preferred equities and other similar securities (stocks). It seeks to achieve capital appreciation primarily through equity securities. The fund has a baseline allocation to fixed income securities of 60% and to equity securities of 40%.
Fees are Above Average compared to funds in the same category.
Goldman Sachs Income Builder Fund has an expense ratio of 0.97 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.