Goldman Sachs Mid Cap Value Fund

Scorecard
4 / 5 Stars
Lipper
3 4 4 4 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C (Hold)

U.S. News evaluated 109 Mid-Cap Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Note: Profile written for different share class.

Performance

The fund has returned 26.53 percent over the past year, 13.04 percent over the past three years, 24.61 percent over the past five years, and 9.99 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 3.2%
1 Year 26.5%
3 Years (Annualized) 13.0%
5 Years (Annualized) 24.6%
10 Years (Annualized) 10.0%

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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 Low compared to funds in the same category.
Goldman Sachs Mid Cap Value Fund has an expense ratio of 0.74 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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