2 / 5 Stars
2 2 4 2 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#203 in Large Value
U.S. News evaluated 325 Large Value 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 19.57 percent over the past year, 11.19 percent over the past three years, 15.02 percent over the past five years, and 5.95 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.0%|
|3 Years (Annualized)||11.2%|
|5 Years (Annualized)||15.0%|
|10 Years (Annualized)||6.0%|
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 invests primarily in publicly traded U.S. securities, including preferred and convertible securities, master limited partnerships ("MLPs") and real estate investment trusts ("REITs"), the fund may invest up to 25% of its Total Assets in foreign securities.
Fees are High compared to funds in the same category.
Goldman Sachs Growth and Income Fund has an expense ratio of 1.19 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.