Goldman Sachs Small Cap Growth Fund Class A Shares (GSBDX)

Fund Assets	459.70M
Expense Ratio	1.22%
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	20.74
YTD Return	25.02%
1-Year Return	29.22%
5-Year Return	38.23%
52-Week Low	15.39
52-Week High	21.73
Beta (5Y)	1.09
Holdings	118
Inception Date	Oct 31, 2019

About GSBDX

Goldman Sachs Small Cap Growth Fund Class A is a mutual fund focused on providing long-term capital appreciation by investing primarily in equity securities of small-cap companies. The fund typically allocates at least 80% of its assets to businesses considered small capitalization at the time of purchase, generally within the range represented by the Russell 2000 Growth Index. It emphasizes companies that demonstrate strong growth prospects and high-quality business models. The fund pursues an actively managed approach with a disciplined investment process, seeking opportunities across diverse sectors such as Industrials, Consumer Discretionary, Financial Services, Healthcare, and Information Technology. Portfolio managers aim to identify resilient businesses with robust balance sheets and effective management teams, navigating changing market conditions while focusing on long-term growth potential. The fund is notable for its exposure to the dynamic small-cap segment of the market, offering investors access to companies at earlier stages of development, which can lead to higher growth but also entails greater volatility compared to larger, more established firms. The fund is a component of Goldman Sachs’ suite of growth-oriented investment solutions.

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

Performance

GSBDX had a total return of 29.22% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.28%.

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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