Goldman Sachs Small Cap Growth C (GSBAX)

Fund Assets	459.70M
Expense Ratio	1.97%
Min. Investment	$1,000
Turnover	73.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	19.72
YTD Return	24.42%
1-Year Return	28.22%
5-Year Return	33.23%
52-Week Low	14.71
52-Week High	20.68
Beta (5Y)	n/a
Holdings	118
Inception Date	Oct 31, 2019

About GSBAX

Goldman Sachs Small Cap Growth Fund Class C is a mutual fund that primarily seeks long-term capital appreciation by investing in a diversified portfolio of equity securities issued by small-capitalization companies. The fund focuses on growth-oriented businesses, targeting firms with the potential for above-average increases in earnings and revenues. Its investment approach leverages in-depth research to identify small companies across various sectors that demonstrate strong potential for innovation and expansion. Managed by Goldman Sachs Asset Management, the fund plays a significant role for investors seeking exposure to the dynamic and often rapidly evolving segment of small-cap stocks. This asset class is known for its higher growth prospects relative to larger, established companies, while also presenting increased volatility. The fund appeals to individuals and institutions aiming to diversify portfolios and capitalize on the unique opportunities presented by emerging leaders in the U.S. economy.

• Fund Family: Goldman Sachs
• Category: Small Growth
• Performance Rating: Above Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: GSBAX
• Share Class: Class C Shares
• Index: Russell 2000 Growth TR

Performance

GSBAX had a total return of 28.22% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.43%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FECGX	Fidelity	Fidelity Small Cap Growth Index Fund	0.05%
FCIGX	Fidelity	Fidelity Advisor Small Cap Growth I	0.92%
FCPGX	Fidelity	Fidelity Small Cap Growth Fund	0.88%
FCTGX	Fidelity	Fidelity Advisor Small Cap Growth M	1.42%
FCCGX	Fidelity	Fidelity Advisor Small Cap Growth C	1.92%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
GSBEX	Class R6 Shares	0.90%
GSADX	Class P Shares	0.90%
GSAJX	Institutional Shares	0.91%
GSAHX	Investor Shares	0.97%

Top 10 Holdings

16.81% of assets

Name	Symbol	Weight
Enpro Inc.	NPO	2.30%
BrightSpring Health Services, Inc.	BTSG	1.78%
SiTime Corporation	SITM	1.76%
SPX Technologies, Inc.	SPXC	1.73%
MYR Group Inc.	MYRG	1.65%
Goldman Sachs Central Govt Inst	GCCXX	1.59%
Lattice Semiconductor Corporation	LSCC	1.54%
Moog Inc.	MOG.A	1.53%
FormFactor, Inc.	FORM	1.50%
JFrog Ltd.	FROG	1.44%

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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