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NasdaqGM - Delayed Quote USD

Goldman Sachs Equity Income Inv (GRGTX)

43.77
-0.05
(-0.11%)
At close: 8:01:04 PM EDT
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  • Previous Close 43.82
  • YTD Return 1.79%
  • Expense Ratio 0.75%
  • Category Large Value
  • Last Cap Gain 32.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 399.11M
  • Beta (5Y Monthly) 0.78
  • Yield 1.50%
  • 5y Average Return --
  • Holdings Turnover 31.00%
  • Last Dividend 0.13
  • Inception Date Aug 15, 1997

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.

Goldman Sachs

Fund Family

Large Value

Fund Category

399.11M

Net Assets

1997-08-15

Inception Date

Performance Overview: GRGTX

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Trailing returns as of 4/14/2025. Category is Large Value.

YTD Return

GRGTX
1.79%
Category
4.44%
 

1-Year Return

GRGTX
9.01%
Category
14.37%
 

3-Year Return

GRGTX
7.30%
Category
6.04%
 

5-Year Return

GRGTX
15.00%
Category
9.20%
 

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Holdings: GRGTX

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Sector Weightings

SectorGRGTX
Industrials   14.00%
Healthcare   12.92%
Technology   10.20%
Energy   7.53%
Utilities   5.90%
Real Estate   4.23%

Recent News: GRGTX

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Research Reports: GRGTX

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