Goldman Sachs Small Cap Growth Fund Institutional Shares (GSAJX)
| Fund Assets | 7.62M |
| Expense Ratio | 0.92% |
| Min. Investment | $1,000,000 |
| Turnover | n/a |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 14.06 |
| YTD Return | -8.63% |
| 1-Year Return | 5.74% |
| 5-Year Return | 76.26% |
| 52-Week Low | n/a |
| 52-Week High | n/a |
| Beta (5Y) | n/a |
| Holdings | 100 |
| Inception Date | Oct 31, 2019 |
About GSAJX
The Fund's investment strategy focuses on Small-Cap with 0.93% total expense ratio. The minimum amount to invest in Goldman Sachs Trust: Goldman Sachs Small Cap Growth Fund; Institutional Class Shares is $1,000,000 on a standard taxable account. Goldman Sachs Trust: Goldman Sachs Small Cap Growth Fund; Institutional Class Shares seeks long-term growth of capital. GSAJX invests at least 80% of its assets in a diversified portfolio of equity companies whose market capitalizations are within the range of companies constituting the Russell 2000 Growth Index and whose characteristics indicate high-quality business with sustainable growth.
Performance
GSAJX had a total return of 5.74% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.12%.
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
18.81% of assets| Name | Symbol | Weight |
|---|---|---|
| Moog Inc. | MOG.A | 2.18% |
| Applied Industrial Technologies, Inc. | AIT | 2.10% |
| Casella Waste Systems, Inc. | CWST | 2.03% |
| Palomar Holdings, Inc. | PLMR | 1.89% |
| Loar Holdings Inc. | LOAR | 1.87% |
| SPX Technologies, Inc. | SPXC | 1.78% |
| PJT Partners Inc. | PJT | 1.78% |
| Sprouts Farmers Market, Inc. | SFM | 1.74% |
| Merit Medical Systems, Inc. | MMSI | 1.73% |
| Goldman Sachs Financial Square Government Fund | FGTXX | 1.71% |