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Morningstar

Goldman Sachs Mid Cap Growth Instl GGOIX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 17.09  /  0.95 %
  • Total Assets 906.6 Mil
  • Adj. Expense Ratio
    0.900%
  • 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 0.00
  • Turnover 50%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:54 PM GMT+00:00

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.

Summary

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Goldman Sachs Mid Cap Growth Instl’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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