2 / 5 Stars
2 2 3 2 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
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 20.28 percent over the past year, 11.30 percent over the past three years, 16.37 percent over the past five years, and 6.59 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.9%|
|3 Years (Annualized)||11.3%|
|5 Years (Annualized)||16.4%|
|10 Years (Annualized)||6.6%|
The investment seeks long-term capital appreciation. The fund invests, under normal circumstances, at least 80% of its net assets plus any borrowings for investment purposes (measured at time of purchase) ("net assets") in a diversified portfolio of equity investments in large-cap U.S. issuers with public stock market capitalizations within the range of the market capitalization of companies constituting the Russell 1000® Value Index at the time of investment. Although it will invest primarily in publicly traded U.S. securities, the fund may invest in foreign securities, including securities quoted in foreign currencies.
Fees are High compared to funds in the same category.
Goldman Sachs Large Cap Value Fund has an expense ratio of 0.95 percent.
Risk is Average compared to funds in the same category according to Morningstar.