4 / 5 Stars
5 5 4 2 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#32 in Mid-Cap Growth
U.S. News evaluated 223 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 30.97 percent over the past year, 16.60 percent over the past three years, and 28.12 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||3.8%|
|3 Years (Annualized)||16.6%|
|5 Years (Annualized)||28.1%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets plus any borrowings for investment purposes in a diversified portfolio of equity investments in small and mid-cap issuers. It may invest up to 25% of its 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 its 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 1.34 percent.
Risk is Average compared to funds in the same category according to Morningstar.