The makeup of the large-growth universe makes outperforming a particularly challenging task. While Goldman Sachs Strategic Growth has very experienced, long-tenured managers and the stability of its analyst staff has vastly improved, it’s not an obvious choice.
Goldman Sachs Strategic Growth Instl GSTIX
- NAV / 1-Day Return 11.88 / +0.59 %
- Total Assets 167.4 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.750%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 1.0 Mil
- Status Open
- TTM Yield —
- Turnover 33%
USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 11:44 PM GMT+0
Morningstar’s Analysis GSTIX
Will GSTIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 52.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 12.31 | 18.8 Mil | Technology |
Apple Inc | 12.25 | 18.7 Mil | Technology |
Amazon.com Inc | 6.54 | 10.0 Mil | Consumer Cyclical |
NVIDIA Corp | 4.59 | 7.0 Mil | Technology |
Alphabet Inc Class A | 4.30 | 6.6 Mil | Communication Services |
Mastercard Inc Class A | 3.21 | 4.9 Mil | Financial Services |
Eli Lilly and Co | 2.94 | 4.5 Mil | Healthcare |
Alphabet Inc Class C | 2.72 | 4.2 Mil | Communication Services |
Tesla Inc | 2.08 | 3.2 Mil | Consumer Cyclical |
Intuit Inc | 1.87 | 2.9 Mil | Technology |