| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
4
4
4
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#25 in Mid-Cap Value
U.S. News evaluated 113 Mid-Cap 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 31.21 percent over the past year, 15.39 percent over the past three years, 5.46 percent over the past five years, and 10.36 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 16.5% |
| 1 Year | 31.2% |
| 3 Years (Annualized) | 15.4% |
| 5 Years (Annualized) | 5.5% |
| 10 Years (Annualized) | 10.4% |
Summary
The investment seeks long-term capital appreciation. The fund invests, under normal circumstances, at least 80% of its net assets for investment purposes in a diversified portfolio of equity investments in mid-cap issuers with public stock market capitalizations within the range of the market capitalization of companies constituting the Russell Midcap® 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 of issuers in countries with emerging markets or economies ("emerging countries") and securities quoted in foreign currencies.
Investment Strategy
The investment seeks long-term capital appreciation. The fund invests, under normal circumstances, at least 80% of its net assets for investment purposes in a diversified portfolio of equity investments in mid-cap issuers with public stock market capitalizations within the range of the market capitalization of companies constituting the Russell Midcap® 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 of issuers in countries with emerging markets or economies ("emerging countries") and securities quoted in foreign currencies.
Fees
Fees are Below Average compared to funds in the same category.
Goldman Sachs Mid Cap Value Fund has an expense ratio of 1.15 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
