GSGRX : Goldman Sachs Equity Income Fund Class A

GSGRX is a US Stocks Market Large Value with HIGH fees.

GSGRX

Goldman Sachs Equity Income Fund Class A

FI Score

34 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

8 /10

Market Size

4 /10

34% FI Score
  • gsgrx
  • Mutual Fund
  • US Stocks
  • Large Value

Goldman Sachs Equity Income Fund Class A

Expenses: 1.09% (Better than 0% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation and growth of income. The fund invests at least 80% of its net assets plus any borrowings for investment purposes (measured at the time of purchase) in equity investments. It will generally invest in equity securities that the Investment Adviser believes have favorable prospects for capital appreciation and/or dividend-paying ability. Although the fund will invest primarily in publicly traded U.S. securities, including preferred and convertible securities, MLPs and REITs, it may invest up to 25% of its net assets in foreign securities.

Largest Holdings

Amount Holding
4.19% Johnson & Johnson
3.55% Verizon Communications Inc
3.52% JPMorgan Chase & Co
3.00% Procter & Gamble Co
2.69% Medtronic PLC
2.61% Chevron Corp
2.47% Walmart Inc
2.17% Eli Lilly and Co
2.09% Linde PLC
1.99% American Water Works Co Inc
1.90% Wells Fargo & Co
1.88% McDonald's Corp
1.87% The Walt Disney Co
1.87% CVS Health Corp
1.77% Comcast Corp Class A
1.70% Sempra Energy
1.68% Northrop Grumman Corp
1.54% Union Pacific Corp
1.53% Ameren Corp
1.45% Microsoft Corp
1.45% Royal Dutch Shell PLC ADR Class B
1.44% CME Group Inc Class A
1.43% Republic Services Inc Class A
1.39% Texas Instruments Inc
1.34% Citrix Systems Inc

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