About GRGTX
Goldman Sachs Equity Income Fund, Investor Shares, is a mutual fund focused on delivering long-term capital appreciation and income growth. The fund primarily invests at least 80% of its assets in equities, targeting large-cap U.S. companies that exhibit value characteristics—meaning they are generally less expensive or growing more slowly than other large-cap stocks in the market. Its portfolio emphasizes companies with lower price ratios and higher dividend yields, aiming to provide investors with both potential capital gains and regular income distributions. Notable holdings include key players across financials, energy, consumer staples, healthcare, industrials, and materials sectors, reflecting the fund's diversified approach. The fund also utilizes options strategies, such as selling call options, to generate additional cash flow and potentially reduce portfolio volatility. Classified within the large-value category, the Goldman Sachs Equity Income Fund plays a significant role for investors seeking exposure to established companies with solid fundamentals and income-generating potential, balancing appreciation opportunities with risk management features.
Fund Family Goldman Sachs
Category Large Value
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol GRGTX
Share Class Investor Shares
Index Russell 1000 Value TR
GRGTX had a total return of 18.58% in the past year, including dividends.
Since the fund's inception, the average annual return has been 7.92%.
