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Morningstar

Goldman Sachs Growth & Inc Strat A GOIAX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 13.67  /  0.87 %
  • Total Assets 833.3 Mil
  • Adj. Expense Ratio
    0.560%
  • Expense Ratio 1.000%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Tactical Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 3.72%
  • Turnover 8%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 12:16 AM GMT+00:00

Morningstar’s Analysis GOIAX

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

People Pillar

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

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Goldman Sachs Growth & Inc Strat A to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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