The makeup of its benchmark poses a dilemma for Goldman Sachs Strategic Growth’s experienced managers, as it does for most large-growth funds, making it difficult to stand out. The strategy receives a Morningstar Analyst Rating of Neutral for all share classes except the costly C shares, which are rated Negative.
Goldman Sachs Strategic Growth Svc GSTSX
NAV / 1-Day Return
8.53
/
2.03
%
Total Assets
154.3 Mil
Adj. Expense Ratio
1.250%
Expense Ratio
1.250%
Fee Level
High
Longest Manager Tenure
21.62
years
Category
Large Growth
Investment Style
Large GrowthMin. Initial Investment
0
Status
Open
TTM Yield
0.00%
Turnover
31%
Morningstar’s Fund Analysis GSTSX
Will GSTSX 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 GSTSX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the GSTSX 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 GSTSX’s parent organization’s priorities and whether they’re in line with investors’ interests.
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