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Goldman Sachs Strategic Growth Instl GSTIX

Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 11.33  /  −0.53 %
  • Total Assets 158.9 Mil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield
  • Turnover 33%

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

Morningstar’s Analysis GSTIX

Will GSTIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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null Gregg Wolper

Gregg Wolper

Summary

The makeup of the large-growth universe makes outperforming a particularly challenging task. While Goldman Sachs Strategic Growth has very experienced, long-tenured managers and the stability of its analyst staff has vastly improved, it’s not an obvious choice.

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Portfolio Holdings GSTIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 55.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

12.43 20.9 Mil
Technology

Apple Inc

9.79 16.4 Mil
Technology

NVIDIA Corp

7.56 12.7 Mil
Technology

Amazon.com Inc

6.78 11.4 Mil
Consumer Cyclical

Alphabet Inc Class A

5.23 8.8 Mil
Communication Services

Eli Lilly and Co

3.54 5.9 Mil
Healthcare

Mastercard Inc Class A

3.47 5.8 Mil
Financial Services

Alphabet Inc Class C

2.66 4.5 Mil
Communication Services

Advanced Micro Devices Inc

2.06 3.5 Mil
Technology

Salesforce Inc

1.94 3.3 Mil
Technology