Skip to Content
Morningstar

Goldman Sachs Small/Mid Cap Growth A GSMAX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 20.71  /  +1.67 %
  • Total Assets 1.8 Bil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 62%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 11:44 PM GMT+0

Morningstar’s Analysis GSMAX

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

  • People Pillar

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

Goldman Sachs Small/ Mid Cap Growth A'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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings GSMAX

More GSMAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Natera Inc

1.98 35.5 Mil
Healthcare

Manhattan Associates Inc

1.97 35.3 Mil
Technology

AAON Inc

1.95 34.9 Mil
Industrials

Texas Roadhouse Inc

1.92 34.4 Mil
Consumer Cyclical

Wingstop Inc

1.89 33.8 Mil
Consumer Cyclical

MACOM Technology Solutions Holdings Inc

1.85 33.1 Mil
Technology

Deckers Outdoor Corp

1.79 32.0 Mil
Consumer Cyclical

Domino's Pizza Inc

1.78 31.9 Mil
Consumer Cyclical

BJ's Wholesale Club Holdings Inc

1.76 31.5 Mil
Consumer Defensive

Ashland Inc

1.71 30.6 Mil
Basic Materials