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Morningstar

Goldman Sachs Small/Mid Cap Growth C GSMGX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 11.72  /  2.41 %
  • Total Assets 1.8 Bil
  • Adj. Expense Ratio
    1.980%
  • Expense Ratio 1.980%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 65%

USD | NAV as of Sep 22, 2023 | 1-Day Return as of Sep 22, 2023, 12:18 AM GMT+0

Morningstar’s Analysis GSMGX

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

People Pillar

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

Strength in Goldman Sachs Small/ Mid Cap Growth C's Process Pillar is partially offset by an Average People Pillar rating, leading to 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 GSMGX

More GSMGX Holdings
  • Current Portfolio Date
  • Equity Holdings 97
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 17.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lincoln Electric Holdings Inc

2.00
39,747,651
Industrials

Core & Main Inc Class A

1.93
38,341,137
Industrials

Tetra Tech Inc

1.81
35,946,497
Industrials

Allegion PLC

1.77
35,331,008
Industrials

Novanta Inc

1.76
35,033,310
Technology

Lattice Semiconductor Corp

1.75
34,912,222
Technology

Ashland Inc

1.72
34,162,496
Basic Materials

Dynatrace Inc Ordinary Shares

1.66
33,100,975
Technology

RPM International Inc

1.63
32,512,140
Basic Materials

Manhattan Associates Inc

1.57
31,217,658
Technology