Goldman Sachs Structured Tx-Mgd Eq B 180 Maiden Ln Fl 37 Map
Phone: 800-621-2550
| Category: | Large Blend | | Fund Family: | Goldman Sachs | | Net Assets: | 2.98M | | Year-to-Date Return: | 13.63% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Apr-00 |
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Don Mulvihill
Lead Manager since
03-Apr-00 | | | Mulvihill develops and implements of tax-efficient investment strategies. He works with our Investment Professionals to integrate income and estate tax considerations into investment decisions in order to enhance the long-term accumulation of wealth, net of taxes, for the benefit of future heirs and charities. Mulvihill joined GSAM in 1980, and has worked in several different roles in Chicago, New York, London and Tokyo. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $250 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks to provide long-term after-tax growth of capital. The fund invests at least 80% of assets in equity investments in U.S. issuers, including foreign issuers that are traded in the U.S.. It will seek to maintain risk, style, capitalization and industry characteristics similar to the Russell 3000 index. |
| Last Dividend
(12-Dec-01):
| 0.00 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 153.00% | | Average for Category:
| 70.87% |
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| Expense | GCTBX | Category Avg | | Total Expense Ratio: | 1.84%
| 1.09% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | 5.00%
| 2.59% | | 3 Yr Expense Projection*: |
$ 934 | $774 | | 5 Yr Expense Projection*: |
$ 1,288 | $1,287 | | 10 Yr Expense Projection*: |
$ 2,155 | $2,366 |
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