Goldman Sachs Growth & Inc A 180 Maiden Ln Fl 37 Map
Phone: 800-526-7384
| Category: | Large Value | | Fund Family: | Goldman Sachs | | Net Assets: | 806.93M | | Year-to-Date Return: | 12.92% | | Yield: | 2.17% | | Morningstar Rating: |  | | Fund Inception Date: | 05-Feb-93 |
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Eileen P. Rominger
Lead Manager since
01-Oct-99 | | | Rominger is the co-chief investment officer for the US Value Equity and Global Equity teams, where she oversees the portfolio management and investment research. Eileen joined Goldman Sachs Asset Management in 1999 as the CIO of the Value Equity team. She was named Global Head of Fundamental Equity in 2007 and Global Equity Co-CIO in 2008. Her prior experience spanned 18 years at Oppenheimer Capital, where she was a Managing Director and Senior Portfolio Manager. |
| 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 and growth of income. The fund normally invests at least 65% of assets in equity securities. It primarily invests in publicly traded U.S. securities but may also invest up to 25% of assets in foreign securities, including securities of issuers in emerging countries and securities quoted in foreign currencies. The fund may invest up to 35% of assets in fixed-income securities, such as government, corporate and bank debt obligations. |
| Last Dividend
(29-Sep-09):
| 0.05 | | Last Cap Gain
(9-Dec-08):
| 0.04 | | Annual Holdings Turnover
| 69.00% | | Average for Category:
| 67.10% |
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| Expense | GSGRX | Category Avg | | Total Expense Ratio: | 1.16%
| 1.27% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.50%
| 5.44% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$ 898 | $635 | | 5 Yr Expense Projection*: |
$ 1,153 | $963 | | 10 Yr Expense Projection*: |
$ 1,881 | $1,849 |
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