Goldman Sachs Strategic Growth Fund Class B (GSWBX)

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-4.71% 3 years+17.82%
3 months-1.39% 5 years+12.06%
1 year+9.47% Since inception+2.66%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+12.06%+14.60%
Expense ratio2.29%1.24%
Risk 5 year sharpe ratio1.000.99
Net assets$391.7M$2.7B
Average market cap$53.2B$68.9B
Average P/E24.623.3
Portfolio turnover55%55%

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Fund Management and Purchase Info

Fund familyGoldman Sachs
Fund manager & tenureSteven Barry / 13 Years
Minimal initial investment$1,000.00
Minimum IRA investment$250.00


U.S. stock98.21%
Fixed income1.20%
International stock0.58%
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 Inc5.45%
AMT American Tower Corp2.72%
COST Costco Wholesale Corp2.45%
AMZN Inc2.44%
QCOM Qualcomm Inc2.24%
GOOGL Google Inc Class A2.14%
GOOG Google Inc Class C2.10%
EMC EMC Corp2.09%
ORCL Oracle Corporation2.06%
NKE Nike Inc Class B2.03%

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