2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
1 / 5 Stars
#77 in Small Value
U.S. News evaluated 118 Small Value 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 23.98 percent over the past year, 11.13 percent over the past three years, and 25.40 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.2%|
|3 Years (Annualized)||11.1%|
|5 Years (Annualized)||25.4%|
|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® Value Index, which is 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 that are considered to be cash equivalents.
Fees are Low compared to funds in the same category.
Goldman Sachs Small Cap Value Insights Fund has an expense ratio of 1.26 percent.
Risk is Average compared to funds in the same category according to Morningstar.