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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+2.06% 3 years+17.56%
3 months+12.66% 5 years+14.20%
1 year+5.86% Since inception+4.21%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+14.20%+12.64%
Expense ratio1.13%1.20%
Risk 5 year sharpe ratio1.121.01
Net assets$415.3M$2.6B
Average market cap$53.8B$80.8B
Average P/E23.225.1
Portfolio turnover52%52%

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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. stock93.96%
International stock4.11%
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 Apple6.91%
FB Facebook3.06%
AMZN Amazon2.84%
GOOGL Google2.79%
COST Costco2.64%
EQIX Equinix Inc2.62%
AMT American Tower2.27%
SBUX Starbucks2.21%
GOOG Google2.20%
MA MasterCard2.07%