GAGVX Mutual Fund

NAV$18.82

Fund Essentials

Net Assets
$7M
Expense Ratio
1.04%
Dividend Yield (Current)
0.66%
Holdings
39
Inception Date
Nov 30, 2009
Fund Family
Goldman Sachs Asset Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD-6.72%
1 Year+4.39%
3 Year+6.47%
5 Year+15.28%
10 Year+10.04%

Asset Allocation

Stocks: 99.13%
Cash: 0.86%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Dividend Yield (Current)
0.66%
Frequency
Annually
Latest Distribution
$0.35
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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GAGVX Mutual Fund Overview

GAGVX Mutual Fund (Goldman Sachs US Equity ESG Fund Class A) is managed by Goldman Sachs Asset Management with $7.3M in net assets. GAGVX expense ratio is 1.04%, holding 39 positions across various sectors. Inception date: 2009-11-30.

GAGVX performance shows a YTD return of -6.72%. The 1-year return is 4.39% and the 5-year return is 15.28%. GAGVX dividend yield stands at 0.66%, paid annually.

GAGVX top holdings include a diversified portfolio. View all GAGVX holdings, sector breakdown, or dividend history.

GAGVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. GAGVX alternatives are available via the screener, along with tax-loss harvesting opportunities.