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Goldman Sachs Small/Mid Cap Growth Fund (GSWPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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24.25+0.30 (+1.25%)
As of 08:05AM EDT. Market open.

Goldman Sachs Small/Mid Cap Growth Fund

Chicago DE 60606

71 South Wacker Drive

Goldman Sachs Trust

3126554400
Management Information
Steven M. Barry,Lead Manager since February 24, 2019
Mr. Barry, Managing Director, Co-Chief Investment Officer of Fundamental Equity U.S. Equity, joined GSAM as a portfolio manager in 1999. Mr. Leahy, Managing Director and Co-Lead Portfolio Manager-Strategic Growth, joined GSAM as a portfolio manager in 2005. Mr. Becker, Managing Director and Co-Lead Portfolio Manager-Strategic Growth, joined GSAM in 1999. He also serves as a portfolio manager for the Growth Team and is a member of the U.S. Equity Investment Committee.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryMid-Cap Growth
Fund FamilyGoldman Sachs
Net Assets1.8B
YTD Return6.69%
Yield0.00%
Morningstar Rating★★★
Inception DateJun 29, 2005

Fund Operations

Last DividendN/A
Last Cap Gain-10.00
Holdings Turnover62.00%
Average for CategoryN/A

Fees & Expenses

ExpenseGSWPXCategory Average
Annual Report Expense Ratio (net)0.92%1.09%
Prospectus Net Expense Ratio0.92%N/A
Prospectus Gross Expense Ratio0.92%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.27%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A