About GSGRX
Goldman Sachs Equity Income Fund Class A is a mutual fund focused on delivering long-term capital appreciation alongside growth of income. This fund invests at least 80% of its assets, plus any borrowings for investment purposes, in equity securities, including stocks of large, well-established U.S. companies. Its strategy targets firms with strong fundamentals and the potential to pay consistent dividends, aligning with a value-oriented approach that seeks out attractively priced stocks within the large-cap segment.
The portfolio includes a mix of sectors such as financial services, energy, consumer defensive, healthcare, and industrials, with top holdings often featuring notable blue-chip companies. In addition to dividend-paying equities, the fund may also generate additional income and help manage volatility by employing tactics like selling call options on major market indexes. This income-focused strategy makes it relevant for investors seeking equity exposure with a potential for regular cash flow. Managed by Goldman Sachs Asset Management, the fund is positioned within the large value mutual fund category and plays a recognized role in diversified portfolios focused on income and capital stability.
Fund Family Goldman Sachs
Category Large Value
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol GSGRX
Share Class Class A
Index Russell 1000 Value TR
GSGRX had a total return of 23.17% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.32%.
