Goldman Sachs Equity Growth Strategy A 4900 Sears Twr C/O Goldman Sachs & Co Chicago IL 60606 Map
Phone: 800-621-2550
| Category: | World Stock | | Fund Family: | Goldman Sachs | | Net Assets: | 516.81M | | Year-to-Date Return: | -14.40% | | Yield: | 3.50% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Jan-98 |
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Mark M. Carhart
Lead Manager since
02-Jan-98 | | | Carhart joined Goldman Sachs Asset Management, L.P. as a member of the Quantitative Strategies team in 1997 and became co-head of the Quantitative Strategies team Quantitative in 1998. Carhart holds the Chartered Financial Analyst designation. |
| 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 capital appreciation. The fund primarily invests all of total assets among underlying equity funds, with a greater focus on small cap and international investments relative to the other portfolios. It may invest a relatively significant percentage of its assets in the structured large cap growth, structured large cap value, and structured international equity funds. |
| Last Dividend
(19-Dec-07):
| 0.49 | | Last Cap Gain
(19-Dec-07):
| 0.69 | | Annual Holdings Turnover
| 33.00% | | Average for Category:
| 61.53% |
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| Expense | GAPAX | Category Avg | | Total Expense Ratio: | 0.60%
| 1.56% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.50%
| 5.27% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$1,079 | $695 | | 5 Yr Expense Projection*: |
$1,461 | $1,090 | | 10 Yr Expense Projection*: |
$2,529 | $2,150 |
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