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Morningstar

Goldman Sachs Growth & Inc Strat C GOICX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 13.20  /  0.15 %
  • Total Assets 785.1 Mil
  • Adj. Expense Ratio
    1.740%
  • Expense Ratio 1.740%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Tactical Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 3.53%
  • Turnover 29%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 11:29 PM GMT+0

Morningstar’s Analysis GOICX

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

People Pillar

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

Goldman Sachs Growth& Inc Strat C's Average Process Pillar and People 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 second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings GOICX

More GOICX Holdings
  • Current Portfolio Date
  • Equity Holdings 1
  • Bond Holdings 23
  • Other Holdings 54
  • % Assets in Top 10 Holdings 84.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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