The recent stabilization in Goldman Sachs Capital Growth’s investment team and improving results are encouraging but they need to solidify over a longer-term period. The strategy retains a Morningstar Analyst Rating of Neutral across all its share classes.
Goldman Sachs Capital Growth Svc GSPSX
NAV / 1-Day Return
27.90
/
2.39
%
Total Assets
1.1 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.
1.250%
Expense Ratio
1.250%
Fee Level
High
Longest Manager Tenure
20.17
years
Category
Large Blend
Investment Style
Large GrowthMin. Initial Investment
0
Status
Open
TTM Yield
0.03%
Turnover
47%
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 GSPSX 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 GSPSX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the GSPSX 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 GSPSX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Solidifying.
