Goldman Sachs Capital Growth B
180 Maiden Ln Fl 37
Map
Phone: 800-526-7384
| Category: | Large Growth | | Fund Family: | Goldman Sachs | | Net Assets: | 79.42M | | Year-to-Date Return: | 34.17% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-May-96 |
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David G. Shell
Lead Manager since
01-Jan-97 | | | Shell is a managing director/partner of Goldman, Sachs & Co. He is a chief investment officer and co-head the Growth Team, responsible for Growth performance, portfolios and personnel. His research background is in entertainment, cable television, broadcasting, telecommunications, and wireless communications. He was a senior portfolio manager at Liberty Investment Management prior to Goldman Sachs. |
| 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 long-term growth of capital. The fund normally invests at least 90% of assets in equity securities including common stocks, convertible-debt obligations, convertible preferred stocks, and warrants. It may invest up to 25% of assets in foreign securities, including securities of issuers in emerging countries and securities quoted in foreign currencies. |
| Last Dividend
(20-Dec-96):
| 0.09 | | Last Cap Gain
(9-Dec-08):
| 0.87 | | Annual Holdings Turnover
| 43.00% | | Average for Category:
| 110.55% |
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| Expense | GSCBX | Category
Avg | | Total Expense Ratio: | 1.89%
| 1.33% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | 5.00%
| 2.63% | | 3 Yr Expense Projection*: |
$ 979 | $672 | | 5 Yr Expense Projection*: |
$ 1,364 | $1,053 | | 10 Yr Expense Projection*: |
$ 2,313 | $2,074 |
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0.18% Nasdaq 
0.42%
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