GRGTX Mutual Fund

GRGTX Mutual Fund (Goldman Sachs Equity Income Fund Investor Class) is managed by Goldman Sachs Asset Management with $4.8M in net assets. GRGTX expense ratio is 0.74%, holding 76 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2007-11-30.

GRGTX performance shows a YTD return of 22.12%. The 1-year return is 26.50% and the 5-year return is 11.74%. GRGTX dividend yield stands at 1.05%, paid quarterly.

GRGTX top holdings include Microsoft Corp (7.4%), Apple Inc (4.2%), JPMorgan Chase & Co (4.0%), Exxon Mobil Corp. (3.4%), Johnson & Johnson - Common (3.4%). Go to all GRGTX holdings, GRGTX sectors, or GRGTX dividends.

GRGTX can be compared against other funds. Use GRGTX overlap to find shared positions, or GRGTX vs another fund for a side-by-side view. GRGTX alternatives are available via the screener, along with tax-loss harvesting opportunities.