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Mutual Fund Insights: Goldman Sachs Tollkeeper A Fund (GITAX)

In-depth Analysis of Goldman Sachs Tollkeeper A Fund (GITAX)

Mutual fund chart: Goldman Sachs Tollkeeper A Fund (GITAX)

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See Goldman Sachs Tollkeeper A Fund (GITAX) performance details as of February 28, 2010

  

    Last Trade: $10.80 on 3/19/2010, Change: -0.13 (-1.19%)

  

Fund Manager - David G. Shell

Fund Manager Tenure: 10.5 years   [Similar Funds: GITBX  GITCX  GITIX  GITSX ]
Fundmojo Fund Grade: B (Score: 0.69)     (What does this score mean?)
David G. Shell is a managing director/partner of Goldman, Sachs & Co. David G. Shell is a chief investment officer and co-head the Growth Team, responsible for Growth performance, portfolios and personnel. His research background is in entertainment, cable television, broadcasting, telecommunications, and wireless communications. David G. Shell was a senior portfolio manager at Liberty Investment Management prior to Goldman Sachs.  Get more insights on David G. Shell

  

What we like about Goldman Sachs Tollkeeper A Fund (GITAX) What we like about Goldman Sachs Tollkeeper A Fund (GITAX)

Data for Goldman Sachs Tollkeeper A Fund (GITAX) as of February 28, 2010

  • Goldman Sachs Tollkeeper A Fund (GITAX) management has been with Goldman Sachs Tollkeeper A Fund for 10.5 years
  • Goldman Sachs Tollkeeper A Fund (GITAX) has good short-term performance (1-year return 67.94% vs 66.43 % Technology category average)
  • Goldman Sachs Tollkeeper A Fund (GITAX) has good mid-term performance (3-year return 2.90% vs -0.73 % Technology category average)
  • Goldman Sachs Tollkeeper A Fund (GITAX) has good Long-term performance (5-year return 6.27% vs 3.67 % Technology category average)
  • Goldman Sachs Tollkeeper A Fund (GITAX) has a Morningstar rating of 4 and above
  • Goldman Sachs Tollkeeper A Fund (GITAX) has an annual stock turnover rate of 52.00% vs Technology average of 183.68%. It is good that Goldman Sachs Tollkeeper A management does not trade extensively for its return.
  • Goldman Sachs Tollkeeper A Fund (GITAX) has a lower management fee than its Technology average: 1.50% vs 1.81%

  

What we are cautious about Goldman Sachs Tollkeeper A Fund (GITAX) What we are cautious about Goldman Sachs Tollkeeper A Fund (GITAX)

Data for Goldman Sachs Tollkeeper A Fund (GITAX) as of February 28, 2010

  • Goldman Sachs Tollkeeper A Fund is a focused fund with 56.28% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Goldman Sachs Tollkeeper A Fund (GITAX) ratio of up-years vs down years can be improved
  • Goldman Sachs Tollkeeper A Fund (GITAX) is more volatile than its peers as it has a 3-year Standard Deviation of 26.65 that is higher than category average of 26.21
  • Goldman Sachs Tollkeeper A Fund (GITAX) carries a 5.5% load
See Goldman Sachs Tollkeeper A Fund (GITAX) performance details as of February 28, 2010

  

  

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Goldman Sachs Tollkeeper A Fund (GITAX) Net Asset

Track net asset change of Goldman Sachs Tollkeeper A fund (GITAX)

DateNet Asset
02/2010$323.44M
01/2010$217.56M
11/2009$220.34M
More historic net asset information on Goldman Sachs Tollkeeper A Fund (GITAX)

  

Goldman Sachs Tollkeeper A Fund (GITAX) Portfolio Allocation

Track portfolio allocation change of Goldman Sachs Tollkeeper A fund (GITAX)

DateCashStockBondOther
11/20093.18%82.65%0%14.17%
08/20093.35%84.37%0%12.29%
06/20094.56%95.44%0%0%
Click here to see more historic asset allocation information on Goldman Sachs Tollkeeper A Fund (GITAX)

  

Most Recent Top 10 Holdings in Goldman Sachs Tollkeeper A Fund (GITAX)

Discover what Goldman Sachs Tollkeeper A Fund (GITAX) manager is buying

30-Nov-09
Apple Inc. [16.63%]
Apple, Inc. [6.7%]
Microsoft Corporation [5.55%]
American Tower Corp. [4.78%]
QUALCOMM Incorporated [4.35%]
Google Inc. [4.12%]
Cisco Systems, Inc. [3.97%]
Iron Mountain Incorporated (Del [3.44%]
Netflix, Inc. [3.41%]
Broadcom Corporation [3.33%]

31-Aug-09
Boston Global Investment Trust? Enhanced Portfolio [14.04%]
Apple Inc. [6.29%]
Microsoft Corporation [6.04%]
QUALCOMM Incorporated [4.34%]
AMER TOWER CP [4.13%]
Jpmorgan U.S. Government Money Market Fund? Capita [3.82%]
IRON MOUNTAIN (DEL) [3.75%]
Google, Inc. Classa [3.64%]
Cisco Systems, Inc. [3.6%]
Oracle Corporation [3.55%]

30-Jun-09
Microsoft Corporation [8.93%]
Apple Inc. [4.99%]
AMER TOWER CP [4.54%]
IRON MOUNTAIN (DEL) [3.7%]
Activision, Inc. [3.66%]
Oracle Corporation [3.58%]
Research in Motion, Ltd. [3.41%]
Cisco Systems, Inc. [3.39%]
Google Inc. [3.21%]
Dell Inc. [3.2%]
Click here for Stock Holding Change Map in Goldman Sachs Tollkeeper A Fund (GITAX)

  

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