3 / 5 Stars
4 4 4 4 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#42 in Large Blend
U.S. News evaluated 487 Large 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 32.46 percent over the past year, 17.14 percent over the past three years, 23.62 percent over the past five years, and 7.35 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.3%|
|3 Years (Annualized)||17.1%|
|5 Years (Annualized)||23.6%|
|10 Years (Annualized)||7.4%|
The investment seeks to provide long-term after-tax growth of capital through tax-sensitive participation in a broadly diversified portfolio of U.S. equity securities. The fund invests, under normal circumstances, at least 80% of its net assets plus any borrowings for investment purposes (measured at the time of purchase) ("Net Assets") in equity investments in U.S. issuers, including foreign issuers that are traded in the United States. It will seek to maintain risk, style, capitalization and industry characteristics similar to the Russell 3000® Index.
Fees are Above Average compared to funds in the same category.
Goldman Sachs Structured Tax Managed Equity Fund has an expense ratio of 1.09 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.