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Morningstar

Goldman Sachs Small/Mid Cap Growth Svc GSMQX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 18.71  /  −1.05 %
  • Total Assets 1.8 Bil
  • Adj. Expense Ratio
    1.430%
  • Expense Ratio 1.430%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 62%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis GSMQX

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

  • People Pillar

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

Goldman Sachs Small/ Mid Cap Growth Svc'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 highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings GSMQX

More GSMQX 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

Deckers Outdoor Corp

2.43 47.0 Mil
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