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Goldman Sachs Small/Mid Cap Growth R GTMRX

Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 18.68  /  −0.80 %
  • Total Assets 1.8 Bil
  • Adj. Expense Ratio
    1.500%
  • Expense Ratio 1.500%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 62%

USD | NAV as of Jun 21, 2024 | 1-Day Return as of Jun 21, 2024, 12:13 AM GMT+0

Morningstar’s Analysis GTMRX

Will GTMRX outperform in future?

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

Goldman Sachs Small/ Mid Cap Growth R's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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Portfolio Holdings GTMRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 18.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Deckers Outdoor Corp

2.43 47.0 Mil
Consumer Cyclical

EMCOR Group Inc

1.98 38.3 Mil
Industrials

Kinsale Capital Group Inc

1.95 37.8 Mil
Financial Services

e.l.f. Beauty Inc

1.81 35.0 Mil
Consumer Defensive

Hubbell Inc

1.75 33.9 Mil
Industrials

Bruker Corp

1.74 33.6 Mil
Healthcare

Lincoln Electric Holdings Inc

1.72 33.3 Mil
Industrials

Ashland Inc

1.67 32.3 Mil
Basic Materials

AAON Inc

1.65 32.0 Mil
Industrials

Novanta Inc

1.65 31.9 Mil
Technology