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Morningstar

Goldman Sachs Mid Cap Growth R GGORX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 9.94  /  +0.61 %
  • Total Assets 877.6 Mil
  • Adj. Expense Ratio
    1.410%
  • 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 —
  • Status Open
  • TTM Yield —
  • Turnover 43%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 11:48 PM GMT+0

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.

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

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 highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings GGORX

More GGORX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

The Trade Desk Inc Class A

2.66 23.9 Mil
Technology

CrowdStrike Holdings Inc Class A

2.49 22.3 Mil
Technology

Trane Technologies PLC Class A

2.48 22.3 Mil
Industrials

Rockwell Automation Inc

2.47 22.2 Mil
Industrials

Insulet Corp

2.43 21.8 Mil
Healthcare

Cencora Inc

2.39 21.5 Mil
Healthcare

Fair Isaac Corp

2.32 20.9 Mil
Technology

Amphenol Corp Class A

2.24 20.1 Mil
Technology

Ross Stores Inc

2.24 20.1 Mil
Consumer Cyclical

MSCI Inc

2.18 19.6 Mil
Financial Services