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Morningstar

Goldman Sachs Mid Cap Growth R GGORX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 8.79  /  1.62 %
  • Total Assets 906.0 Mil
  • Adj. Expense Ratio
    1.490%
  • Expense Ratio 1.410%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 50%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis GGORX

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

People Pillar

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

Summary

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Goldman Sachs Mid Cap Growth R's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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