Goldman Sachs U.S. Mortgages Fund

Scorecard
5 / 5 Stars
Lipper
4 5 5 5 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
B+ (Buy)

U.S. News evaluated 77 Intermediate Government 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 1.19 percent over the past year, 3.91 percent over the past three years, 6.15 percent over the past five years, and 4.47 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 1.9%
1 Year 1.2%
3 Years (Annualized) 3.9%
5 Years (Annualized) 6.2%
10 Years (Annualized) 4.5%

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Summary

The investment seeks a high level of total return consisting of income and capital appreciation. The fund normally invests at least 80% of its net assets plus any borrowings for investment purposes in securities representing direct or indirect interests in or that are collateralized by adjustable rate and fixed rate mortgage loans or other mortgage-related securities of U.S. issuers. It may also invest in mortgage dollar rolls, securities issued or guaranteed by the U.S. government, its agencies, instrumentalities or sponsored enterprises, asset-backed securities and foreign securities.

Fees

Fees are Low compared to funds in the same category.
Goldman Sachs U.S. Mortgages Fund has an expense ratio of 0.37 percent.

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Risk

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

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