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Morningstar

Goldman Sachs Small/Mid Cap Growth R6 GTMUX

Morningstar Analyst Rating
Quantitative rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 21.01  /  1.30 %
  • Total Assets 2.0 Bil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.890%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 5,000,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 65%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:52 PM GMT+00:00

Morningstar’s Analysis GTMUX

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

People Pillar

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

Summary

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Goldman Sachs Small/Mid Cap Growth R6’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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