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Goldman Sachs U.s. Equity Dividend And Premium Fund Insti Class: (MF: GSPKX)

(NASDAQ Mutual Funds) As of Mar 27, 2026 05:37 PM ET

$17.13 USD

-0.27 (-1.55%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 0.88 83
3 months 1.35 77
6 months 6.75 77
1 Year 15.11 66
3 Year 18.08 29
5 Year 11.92 46
10 Year 12.47 42

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -47.30
Bull Market (2/09 - 3/21) 818.97

Load Adjusted Returns as of Feb 28, 2026

1 Year 13.96
5 Year 12.14
10 Year 11.96
Since Inception 9.30

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -3.74 7.94 6.31 3.17
2024 7.47 4.35 5.71 3.13
2023 6.89 7.07 -2.86 9.10
2022 -2.93 -14.05 -5.04 7.83
2021 6.08 6.33 0.10 8.78

Annual Return

20262025202420232022202120202019201820172016
% Total Return 0.8813.9622.2821.30-14.5822.8414.1525.03-6.2315.2913.13
% Total Return Rel to Index 0.03-4.25-2.74-4.943.62-5.83-4.24-6.45-1.83-6.501.20
% Total Return Rel to Peer -1.42-1.096.436.02-3.79-1.495.94-0.601.33-2.111.81
% Perf Quintile vs Peer* 4.004.000.002.004.004.002.004.003.004.003.00
% Dividends 0.000.200.210.220.220.200.230.260.260.240.23
% Yield 0.001.031.141.241.511.141.501.782.081.671.76
Capital Gains ($) 0.000.990.970.730.710.780.780.650.650.560.44
Expense Ratio 0.000.680.680.690.710.710.720.750.740.740.76

* 1 = Top 20%, 5 = Bottom 20%