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Morningstar

Goldman Sachs Strategic Growth R GSTRX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 7.41  /  1.37 %
  • Total Assets 143.2 Mil
  • Adj. Expense Ratio
    1.360%
  • Expense Ratio 1.290%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 24%

USD | NAV as of Jun 02, 2023 | 1-Day Return as of Jun 02, 2023, 11:40 PM GMT+0

Morningstar’s Analysis GSTRX

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

People Pillar

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

Trying to win with stock selection.

null Gregg Wolper

Gregg Wolper

Summary

Goldman Sachs Strategic Growth has long-tenured managers with a history in growth investing, but it has a tough time standing out in the challenging large-growth arena. The strategy receives Morningstar Analyst Ratings of Neutral for all share classes.

by Gregg Wolper
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings GSTRX

More GSTRX Holdings
  • Current Portfolio Date
  • Equity Holdings 74
  • Bond Holdings 0
  • Other Holdings 0
  • % Assets in Top 10 Holdings 48.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

11.52
15,017,259
Technology

Apple Inc

11.32
14,755,087
Technology

Amazon.com Inc

5.57
7,263,353
Consumer Cyclical

NVIDIA Corp

4.92
6,410,098
Technology

Alphabet Inc Class A

3.29
4,283,738
Communication Services

Mastercard Inc Class A

3.03
3,947,359
Financial Services

Alphabet Inc Class C

2.52
3,283,072
Communication Services

Tesla Inc

2.18
2,840,127
Consumer Cyclical

Eli Lilly and Co

1.92
2,500,441
Healthcare

UnitedHealth Group Inc

1.85
2,404,538
Healthcare