Skip to Content

Goldman Sachs Concentrated Growth Instl GCRIX

Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 24.55  /  −0.37 %
  • Total Assets 182.5 Mil
  • Adj. Expense Ratio
    0.760%
  • Expense Ratio 0.760%
  • 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 32%

USD | NAV as of Feb 27, 2024 | 1-Day Return as of Feb 27, 2024, 12:54 AM GMT+0

Morningstar’s Analysis GCRIX

Will GCRIX outperform in future?

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

Goldman Sachs Concentrated Growth Instl's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings GCRIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 51.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

10.92 17.9 Mil
Technology

Apple Inc

8.74 14.3 Mil
Technology

Amazon.com Inc

5.57 9.1 Mil
Consumer Cyclical

NVIDIA Corp

5.51 9.0 Mil
Technology

Meta Platforms Inc Class A

4.24 6.9 Mil
Communication Services

Mastercard Inc Class A

4.08 6.7 Mil
Financial Services

Eli Lilly and Co

3.97 6.5 Mil
Healthcare

Alphabet Inc Class A

2.91 4.8 Mil
Communication Services

Marvell Technology Inc

2.89 4.7 Mil
Technology

Intuit Inc

2.84 4.7 Mil
Technology