| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
2
4
2
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
#173 in Large Value
U.S. News evaluated 330 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 21.45 percent over the past year, 9.61 percent over the past three years, 1.78 percent over the past five years, and 7.13 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 13.9% |
| 1 Year | 21.5% |
| 3 Years (Annualized) | 9.6% |
| 5 Years (Annualized) | 1.8% |
| 10 Years (Annualized) | 7.1% |
Summary
The investment seeks long-term growth of capital and growth of income. The fund invests, under normal circumstances, at least 65% of its total assets measured at the time of purchase ("total assets") in equity investments that the investment adviser considers to have favorable prospects for capital appreciation and/or dividend-paying ability. Although it will invest primarily in publicly traded U.S. securities, including preferred and convertible securities, the fund may invest up to 25% of its total assets in foreign securities, including securities of issuers in emerging countries and securities quoted in foreign currencies.
Fees
Fees are Low compared to funds in the same category.
Goldman Sachs Growth and Income Fund has an expense ratio of 1.19 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
