Goldman Sachs Strategic Growth Fund Institutional (GSTIX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
Expense Ratio
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.


1 month-1.59% 3 years+16.85%
3 months+3.18% 5 years+14.33%
1 year+16.80% Since inception+4.40%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+14.33%+14.09%
Expense ratio1.13%1.22%
Risk 5 year sharpe ratio1.141.06
Net assets$422.0M$2.8B
Average market cap$53.2B$75.2B
Average P/E24.321.0
Portfolio turnover48%48%

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Fund Management and Purchase Info

Fund familyGoldman Sachs
Fund manager & tenureSteven Barry / 14 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--


U.S. stock96.30%
International stock2.06%
Fixed income0.00%
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
AAPL Apple5.63%
COST Costco2.62%
AMT American Tower2.42%
ORCL Oracle2.28%
AMZN Amazon2.21%
EQIX Equinix Inc2.06%
NKE Nike2.06%
QCOM Qualcomm2.05%
EMC EMC Corp2.00%
HON Honeywell1.99%

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