Goldman Sachs Strategic Growth Fund Class C (GGRCX)

9.99
Net Asset Value
+0.71%
1 Day
+7.53%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
2.00%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital. The fund invests- under normal circumstances- at least 90% of its total assets measured at time of purchase ("total assets") in equity investments. Although it invests primarily in publicly traded U.S. securities- the fund may invest up to 25% of its total assets in foreign securities- including securities of issuers in countries with emerging markets or economies ("emerging countries") and securities quoted in foreign currencies.

Performance

1 month+0.20% 3 years+10.60%
3 months+1.74% 5 years+12.90%
1 year+21.11% Since inception+4.16%
Data through --

Peer Comparisonvs. Large growth

 GGRCXCategory
Performance 5-yr return+12.90%+13.81%
Expense ratio2.00%1.10%
Risk 5 year sharpe ratio1.141.16
Net assets$225.8M$3.5B
Average market cap$98.9B$149.9B
Average P/E27.826.0
Portfolio turnover54%54%

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Fund Management and Purchase Info

Fund familyGoldman Sachs
Fund manager & tenureSteven Barry / 17 Years
Minimal initial investment$1,000.00
Minimum IRA investment$250.00

Holdings

U.S. stock99.05%
Cash0.95%
International stock0.00%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Telecommunication 16.29%
Healthcare 14.18%
Consumer service 13.97%
Consumer goods 11.75%
Financial service 10.77%
Top 10 Holdings
Portfolio weighting
MSFT Microsoft5.86%
AAPL Apple5.61%
AMZN Amazon4.41%
FB Facebook3.47%
MA MasterCard2.89%
GOOGL Google2.59%
GOOG Google2.33%
CMCSA Comcast2.12%
ADI Analog Devices Inc1.97%
NKE Nike1.92%