Mutual Funds - Profile

Goldman Sachs Growth Opportunities Fund

US > Multi-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The investment process is designed to highlight companies in the benchmark index that demonstrate long-term growth potential.

The Investment team integrates environmental, social and governance factors as part of its research process.

Then the research team utilizes fundamental analysis to identify high-quality businesses with sustainable growth models and attractive franchises, favorable long-term prospects, and operated by management teams with proven track record.

The team also considers valuation of companies in the stock selection process.

Then the manager More

Price

  • Last Close
  • $25.42
    -0.14
  • 52 Week HL
  • $27.09 - $19.81
  • Net Assets
  • $1416.1 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Feb 25, 2021

Top 10 Holdings
Feb 25, 2021

Company Holding
Veeva Systems 2.4
RingCentral Inc 2.3
Palo Alto 2.2
Cadence Design 2.2
DocuSign Inc 2.1
Company Holding
Verisk Analytics 2.0
Amphenol Corp 2.0
HubSpot Inc 2.0
Ball Corp 1..9
Lululemon Athletica 1.9
Total 20.1%

Manager

  • Name
  • Steven Barry
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Fact Sheet
  • Annual Reports

Performance
9.5 % YTD

  • 3 Year
  • 43%
  • 5 Year
  • 71.76%
  • Best
  • 58.21%
    2009
  • Worst
  • -40.05%
    2008

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
GGOIX 17%37%34%-3%28%6%4%11%32%13%1%
S&P 500 18%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 -0.4% -17.1% 18.1% 3.9% 8.8% -1.1% 2.2% 1.8% 9.3% 17.1% -
Q2 6.8% 32.7% 5.8% 2.7% 5.6% 3.2% -0.3% 3.1% 2.6% -5.1% -
Q3 7.6% 9.8% -1.7% 7.4% 4.7% 2.1% -9.5% 0.6% 9.5% 4.9% -
Q4 2.9% 1.8% -15.1% -15% 5.2% -2.7% 2.8% 5.5% 7.7% 1.8% -

Returns +
M

J F M A M J J A S O N D
2021 -0.9% 5.7% -4.9% 5.3% -3.1% 4.6% 2.1% 4.1% 1.2% -5.3% - -
2020 1.2% -5.8% -13.1% 15.8% 9.3% 4.9% 7.2% 3.4% -0.9% 0.7% 12.9% -10.5%

Annual Return

Index Comparison

Alpha

NAV