Morningstar

Goldman Sachs Small/Mid Cap Growth Fund Class R GTMRX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Goldman Sachs Investment Hub
  • NAV / 1-Day Return $17.41  /  −2.79 %
  • Fund Size $1.1B
  • Adjusted Expense Ratio 1.500%
  • Net Expense Ratio 1.500%
  • Fee Level: Distribution High
  • Share Class Type Retirement, Medium
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 105%
NAV and 1-Day Return as of

Morningstar’s Analysis GTMRX

Will GTMRX outperform in the 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 GTMRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Goldman Sachs Small/Mid Cap Growth R holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings GTMRX

More GTMRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MACOM Technology Solutions Holdings Inc

2.65 30M
Technology

Lattice Semiconductor Corp

2.32 26M
Technology

Onto Innovation Inc

2.00 23M
Technology

Guardant Health Inc

1.95 22M
Healthcare

Roivant Sciences Ltd Ordinary Shares

1.95 22M
Healthcare

Everpure Inc Class A

1.93 22M
Technology

SiTime Corp Ordinary Shares

1.84 21M
Technology

BrightSpring Health Services Inc

1.78 20M
Healthcare

Halozyme Therapeutics Inc

1.72 20M
Healthcare

ATI Inc

1.68 19M
Industrials

Sponsor Center