Goldman Sachs Capital Growth’s personnel turnover hinders its analyst-driven approach. The strategy warrants a Morningstar Analyst Rating of Neutral across all share classes.
Goldman Sachs Capital Growth R GSPRX
NAV / 1-Day Return
27.63
/
1.07
%
Total Assets
1.3 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.290%
Expense Ratio
1.290%
Fee Level
High
Longest Manager Tenure
21.06
years
Category
Large Blend
Investment Style
Large BlendMin. Initial Investment
0
Status
Open
TTM Yield
0.00%
Turnover
46%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will GSPRX 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 GSPRX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the GSPRX 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 GSPRX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Analyst changes weigh on this strategy.
