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Morningstar

Goldman Sachs Concentrated Growth A GCGAX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 17.52  /  0.00
  • Total Assets 153.2 Mil
  • Adj. Expense Ratio
    1.060%
  • Expense Ratio 1.060%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 29%

USD | NAV as of Sep 22, 2023 | 1-Day Return as of Sep 22, 2023, 10:16 PM GMT+0

Morningstar’s Analysis GCGAX

Will GCGAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GCGAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the GCGAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of GCGAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Goldman Sachs Concentrated Growth A to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings GCGAX

More GCGAX Holdings
  • Current Portfolio Date
  • Equity Holdings 39
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 53.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

11.25
17,282,064
Technology

Apple Inc

11.12
17,077,507
Technology

NVIDIA Corp

7.73
11,863,173
Technology

Amazon.com Inc

5.44
8,347,733
Consumer Cyclical

Mastercard Inc Class A

3.91
6,011,197
Financial Services

Eli Lilly and Co

3.48
5,344,027
Healthcare

Marvell Technology Inc

3.12
4,790,231
Technology

Alphabet Inc Class A

2.79
4,283,464
Communication Services

Sherwin-Williams Co

2.53
3,890,399
Basic Materials

Intuit Inc

2.27
3,487,284
Technology