Goldman Sachs Strategic Growth Fund Institutional (GSTIX)

13.06
Net Asset Value
-1.21%
1 Day
+3.82%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
1.13%
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+2.25% 3 years+17.54%
3 months+7.40% 5 years+14.58%
1 year+18.88% Since inception+4.27%
Data through --

Peer Comparisonvs. Large growth

 GSTIXCategory
Performance 5-yr return+14.58%+13.86%
Expense ratio1.13%1.22%
Risk 5 year sharpe ratio1.050.97
Net assets$410.6M$2.8B
Average market cap$54.9B$73.6B
Average P/E22.721.3
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--

Holdings

U.S. stock97.26%
International stock2.29%
Cash0.45%
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
AAPL Apple6.91%
AMZN Amazon2.62%
COST Costco2.60%
AMT American Tower2.28%
GOOGL Google2.28%
ORCL Oracle2.17%
EQIX Equinix Inc2.10%
HON Honeywell2.05%
FB Facebook2.03%
QCOM Qualcomm1.89%

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