Goldman Sachs Small Cap Growth Fund Investor Shares (GSAHX)
| Fund Assets | 336.64M |
| Expense Ratio | 0.98% |
| Min. Investment | $5,000,000 |
| Turnover | 69.00% |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 15.66 |
| YTD Return | 2.27% |
| 1-Year Return | 6.97% |
| 5-Year Return | 55.44% |
| 52-Week Low | 12.36 |
| 52-Week High | 16.94 |
| Beta (5Y) | n/a |
| Holdings | 99 |
| Inception Date | Oct 31, 2019 |
About GSAHX
The Goldman Sachs Small Cap Growth Fund is a mutual fund focused on capturing long-term growth by investing primarily in small-cap companies. Its primary purpose is to provide access to high-quality business with sustainable growth, particularly in the early stages of innovation. The fund invests at least 80% of its assets in a diversified portfolio of equities within the small-cap space, mirroring characteristics of the Russell 2000 Growth Index. Notable sectors impacted include Industrials, Financials, and Consumer Discretionary, although the fund may also face challenges in sectors like Technology and Health Care during volatile periods. As a growth-oriented fund, it plays a significant role in the financial market by offering investors a chance to participate in the growth potential of smaller, often dynamic companies.
Performance
GSAHX had a total return of 6.97% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.73%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| VRTGX | Vanguard | Vanguard Russell 2000 Growth Index Fund Institutional Shares | 0.08% |
Top 10 Holdings
19.25% of assets| Name | Symbol | Weight |
|---|---|---|
| Moog Inc | MOGA | 2.12% |
| Loar Holdings Inc. | LOAR | 2.10% |
| Casella Waste Systems, Inc. | CWST | 2.08% |
| Applied Industrial Technologies, Inc. | AIT | 1.92% |
| SPX Technologies, Inc. | SPXC | 1.91% |
| Palomar Holdings, Inc. | PLMR | 1.89% |
| Goldman Sachs Financial Square Government Fund | FGTXX | 1.87% |
| RBC Bearings Incorporated | RBC | 1.83% |
| PJT Partners Inc. | PJT | 1.77% |
| Kontoor Brands, Inc. | KTB | 1.76% |