Goldman Sachs Strategic Growth Fund Service Class (GSTSX)

12.28
Net Asset Value
-0.08%
1 Day
+5.05%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
1.36%
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+0.66% 3 years+11.34%
3 months+7.16% 5 years+14.87%
1 year+26.47% Since inception+5.18%
Data through --

Peer Comparisonvs. Large growth

 GSTSXCategory
Performance 5-yr return+14.87%+15.29%
Expense ratio1.36%1.11%
Risk 5 year sharpe ratio1.391.37
Net assets$282.7M$3.7B
Average market cap$99.8B$144.1B
Average P/E28.328.7
Portfolio turnover54%54%

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Fund Management and Purchase Info

Fund familyGoldman Sachs
Fund manager & tenureSteven Barry / 17 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock98.92%
Cash1.08%
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
AAPL Apple6.76%
MSFT Microsoft5.17%
FB Facebook3.96%
AMZN Amazon3.68%
GOOGL Google3.19%
MA MasterCard2.67%
GOOG Google2.43%
CMCSA Comcast2.30%
MCD McDonald's2.01%
TXN Texas Instruments1.98%