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Morningstar

Goldman Sachs Small/Mid Cap Growth Instl GSMYX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 20.38  /  0.25 %
  • Total Assets 2.0 Bil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 65%

USD | NAV as of Jan 28, 2023 | 1-Day Return as of Jan 28, 2023, 12:12 AM GMT+00:00

Morningstar’s Analysis GSMYX

Will GSMYX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GSMYX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the GSMYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of GSMYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Goldman Sachs Small/Mid Cap Growth Instl’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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