3 / 5 Stars
4 3 3 3 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
#117 in Small Growth
U.S. News evaluated 215 Small 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 30.38 percent over the past year, 15.74 percent over the past three years, and 28.12 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.2%|
|3 Years (Annualized)||15.7%|
|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 net assets plus any borrowings for investment purposes in a broadly diversified portfolio of equity investments in small-cap U.S. issuers, including foreign issuers that are traded in the United States. It maintains risk, style, and capitalization characteristics similar to the Russell 2000® Growth Index, which is an index designed to represent an investable universe of small-cap companies with above average price to book ratios and earnings growth expectations. The fund may also invest in fixed income securities considered to be cash equivalents.
Fees are Above Average compared to funds in the same category.
Goldman Sachs Small Cap Growth Insights Fund has an expense ratio of 1.30 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.