Goldman Sachs Strategic Growth Fund Institutional Class (GSTIX)

14.15
Net Asset Value
-0.56%
1 Day
+11.24%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
0.86%
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+3.74% 3 years+13.42%
3 months+4.97% 5 years+15.90%
1 year+23.04% Since inception+5.54%
Data through --

Peer Comparisonvs. Large growth

 GSTIXCategory
Performance 5-yr return+15.90%+13.81%
Expense ratio0.86%1.10%
Risk 5 year sharpe ratio1.291.17
Net assets$211.0M$3.6B
Average market cap$98.9B$157.2B
Average P/E27.826.5
Portfolio turnover54%54%

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Fund Management and Purchase Info

Fund familyGoldman Sachs
Fund manager & tenureSteven Barry / 17 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--

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%