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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 20.05  /  −1.04 %
  • 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 Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 11:58 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 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 second-highest quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings GSMAX

More GSMAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Consumer Cyclical

EMCOR Group Inc

1.98 38.3 Mil
Industrials

Kinsale Capital Group Inc

1.95 37.8 Mil
Financial Services

e.l.f. Beauty Inc

1.81 35.0 Mil
Consumer Defensive

Hubbell Inc

1.75 33.9 Mil
Industrials

Bruker Corp

1.74 33.6 Mil
Healthcare

Lincoln Electric Holdings Inc

1.72 33.3 Mil
Industrials

Ashland Inc

1.67 32.3 Mil
Basic Materials

AAON Inc

1.65 32.0 Mil
Industrials

Novanta Inc

1.65 31.9 Mil
Technology