Goldman Sachs Small Cap Growth Fund Class C Shares (GSBAX)
| Fund Assets | 458.85M |
| Expense Ratio | 1.98% |
| 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 | 18.17 |
| YTD Return | 16.22% |
| 1-Year Return | 27.39% |
| 5-Year Return | 36.36% |
| 52-Week Low | 14.04 |
| 52-Week High | 18.93 |
| Beta (5Y) | n/a |
| Holdings | 114 |
| 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.
Performance
GSBAX had a total return of 27.39% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.85%.
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 Fund - Class I | 1.07% |
| FCPGX | Fidelity | Fidelity Small Cap Growth Fund | 1.05% |
| FCTGX | Fidelity | Fidelity Advisor Small Cap Growth Fund - Class M | 1.58% |
| FCCGX | Fidelity | Fidelity Advisor Small Cap Growth Fund - Class C | 2.08% |
Top 10 Holdings
17.16% of assets| Name | Symbol | Weight |
|---|---|---|
| Enpro Inc. | NPO | 1.93% |
| DigitalOcean Holdings, Inc. | DOCN | 1.79% |
| Lattice Semiconductor Corporation | LSCC | 1.79% |
| Nextpower Inc. | NXT | 1.76% |
| Dycom Industries, Inc. | DY | 1.74% |
| Advanced Energy Industries, Inc. | AEIS | 1.73% |
| MYR Group Inc. | MYRG | 1.71% |
| RBC Bearings Incorporated | RBC | 1.59% |
| Piper Sandler Companies | PIPR | 1.56% |
| Fabrinet | FN | 1.56% |