Goldman Sachs Strategic Growth Fund Service (GSTSX)

13.49
Net Asset Value
0.00%
1 Day
+9.23%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
1.64%
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+1.66% 3 years+19.87%
3 months+4.98% 5 years+14.39%
1 year+19.08% Since inception+3.55%
Data through --

Peer Comparisonvs. Large growth

 GSTSXCategory
Performance 5-yr return+14.39%+17.64%
Expense ratio1.64%1.24%
Risk 5 year sharpe ratio1.131.08
Net assets$397.9M$2.6B
Average market cap$48.2B$73.0B
Average P/E25.123.1
Portfolio turnover55%55%

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Fund Management and Purchase Info

Fund familyGoldman Sachs
Fund manager & tenureSteven Barry / 13 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock95.77%
International stock2.77%
Fixed income1.45%
Cash0.00%
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 Apple Inc5.15%
AMT American Tower Corp3.18%
AMZN Amazon.com Inc2.51%
EQIX Equinix Inc2.40%
COST Costco Wholesale Corp2.31%
ORCL Oracle Corporation2.24%
GOOGL Google Inc Class A2.18%
GOOG Google Inc Class C2.14%
HON Honeywell International Inc2.01%
EMC EMC Corp1.93%

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