4 / 5 Stars
4 4 3 2 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#55 in Mid-Cap Growth
U.S. News evaluated 220 Mid-Cap Growth 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 17.47 percent over the past year, 11.98 percent over the past three years, and 9.09 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||11.2%|
|3 Years (Annualized)||12.0%|
|5 Years (Annualized)||9.1%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. The fund invests at least 80% of net assets in a diversified portfolio of equity investments in small and mid-cap issuers with public stock market capitalizations within the range of the market capitalization of companies constituting the Russell 2500® Growth Index at the time of investment. It may invest up to 25% of net assets in foreign securities, including issuers in countries with emerging markets or economies and securities quoted in foreign currencies. The fund may invest up to 20% of net assets in fixed income securities, such as government, corporate and bank debt obligations.
Fees are Low compared to funds in the same category.
Goldman Sachs Small/Mid Cap Growth Fund has an expense ratio of 1.35 percent.
Risk is Average compared to funds in the same category according to Morningstar.