3 / 5 Stars
3 4 2 2 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 51 Technology 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 32.60 percent over the past year, 12.20 percent over the past three years, 25.60 percent over the past five years, and 10.42 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||5.1%|
|3 Years (Annualized)||12.2%|
|5 Years (Annualized)||25.6%|
|10 Years (Annualized)||10.4%|
The investment seeks long-term growth of capital. The fund invests, under normal circumstances, at least 80% of its net assets plus any borrowings for investment purposes (measured at time of purchase) ("net assets") in equity investments in "Technology Tollkeeper" companies (as described in the prospectus). Although it invests primarily in publicly traded U.S. securities, the fund may invest up to 25% of its total assets measured at the time of purchase ("total assets") in foreign securities, including securities of issuers in countries with emerging markets or economies ("emerging countries") and securities quoted in foreign currencies.
Fees are Low compared to funds in the same category.
Goldman Sachs Technology Tollkeeper Fund has an expense ratio of 1.25 percent.
Risk is Average compared to funds in the same category according to Morningstar.