| 10.98 Net Asset Value | -0.09% 1 Day | +12.16% Year-to-Date | Overall Morningstar Rating |
| Large growth Style or Category | No Load Sales Expenses | 2.26% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +3.58% | 3 years | +14.23% | |
| 3 months | +6.19% | 5 years | +4.01% | |
| 1 year | +21.87% | Since inception | +1.13% |
| GSWBX | Category | |
|---|---|---|
| Performance 5-yr return | +4.01% | +5.42% |
| Expense ratio | 2.26% | 1.28% |
| Risk 5 year sharpe ratio | 0.28 | 0.31 |
| Net assets | $327.0M | $2.0B |
| Average market cap | $47.0B | $42.9B |
| Average P/E | 20.1 | 19.8 |
| Portfolio turnover | 54% | 54% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Goldman Sachs |
| Fund manager & tenure | Steven Barry / 12 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | $250.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Telecommunication | 16.29% |
| Healthcare | 14.18% |
| Consumer service | 13.97% |
| Consumer goods | 11.75% |
| Financial service | 10.77% |
| AAPL Apple Inc | 7.16% |
| QCOM Qualcomm, Inc. | 4.55% |
| GOOG Google, Inc. Class A | 4.43% |
| AMT American Tower Corp | 3.61% |
| SLB Schlumberger NV | 3.41% |
| CCI Crown Castle International Corp | 3.07% |
| NKE Nike, Inc. Class B | 3.04% |
| COST Costco Wholesale Corporation | 2.82% |
| AMZN Amazon.com Inc | 2.52% |
| AXP American Express Co | 2.31% |
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