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 R6 GGRUX
- NAV / 1-Day Return 11.30 / −0.53 %
- Total Assets 158.9 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.740%
- Distribution Fee Level High
- Share Class Type Retirement, Large
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 5.0 Mil
- Status Open
- TTM Yield —
- Turnover 33%
USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0
Morningstar’s Analysis GGRUX
Will GGRUX 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 55.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 12.43 | 20.9 Mil | Technology |
Apple Inc | 9.79 | 16.4 Mil | Technology |
NVIDIA Corp | 7.56 | 12.7 Mil | Technology |
Amazon.com Inc | 6.78 | 11.4 Mil | Consumer Cyclical |
Alphabet Inc Class A | 5.23 | 8.8 Mil | Communication Services |
Eli Lilly and Co | 3.54 | 5.9 Mil | Healthcare |
Mastercard Inc Class A | 3.47 | 5.8 Mil | Financial Services |
Alphabet Inc Class C | 2.66 | 4.5 Mil | Communication Services |
Advanced Micro Devices Inc | 2.06 | 3.5 Mil | Technology |
Salesforce Inc | 1.94 | 3.3 Mil | Technology |