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Morningstar

Goldman Sachs Mid Cap Growth Instl GGOIX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 17.94  /  1.76 %
  • Total Assets 863.0 Mil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield —
  • Turnover 43%

USD | NAV as of Dec 02, 2023 | 1-Day Return as of Dec 02, 2023, 1:29 AM GMT+0

Morningstar’s Analysis GGOIX

Will GGOIX 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 GGOIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the GGOIX 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 GGOIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A lowering of its Process Pillar rating is the primary driver of Goldman Sachs Mid Cap Growth Instl's downgrade to a Morningstar Medalist Rating of Neutral from Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings GGOIX

More GGOIX Holdings
  • Current Portfolio Date
  • Equity Holdings 80
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 22.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Rockwell Automation Inc

3.02
25,124,828
Industrials

The Trade Desk Inc Class A

2.68
22,238,833
Technology

Goldman Sachs FS Government Instl

2.64
21,927,638
Cash and Equivalents

Ross Stores Inc

2.40
19,915,231
Consumer Cyclical

CrowdStrike Holdings Inc Class A

2.22
18,420,002
Technology

Old Dominion Freight Line Inc Ordinary Shares

2.16
17,916,241
Industrials

Trane Technologies PLC Class A

2.12
17,624,763
Industrials

MSCI Inc

2.01
16,676,639
Financial Services

CoStar Group Inc

1.96
16,322,209
Real Estate

DexCom Inc

1.94
16,150,137
Healthcare