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Goldman Sachs Small/mid-cap Growth Fund Inst Cl: (MF: GSMYX)

(NASDAQ Mutual Funds) As of Apr 16, 2021 08:00 PM ET

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$30.40 USD

+0.12 (0.40%)

Zacks MF Rank More Info

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Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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NA

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Latest Performance as of Mar 31, 2021

Total Return %* Percentile Rank Objective
YTD 1.23 91
3 months 1.23 91
6 months 25.79 91
1 Year 87.94 52
3 Year 24.81 8
5 Year 22.21 12
10 Year 15.64 5

* Annual for three years and beyond.

Zacks Premium Research for GSMYX

Zacks MF Rank More Info

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Buy 2
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 30.72
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 3/31/2021 921.41
%Turnover 3/31/2021 76.00

Risk

3 Year 5 Year 10 Year
Beta 1.08 1.07 1.09
Alpha 6.43 4.61 0.85
R Squared 0.80 0.77 0.76
Std. Dev. 22.31 18.16 16.97
Sharpe 1.17 1.26 2.00

Sector / Country Weightings

As of 3/31/2021 % of Portfolio
Technology 31.48
Health 17.72
Industrial Cyclical 14.09
Retail Trade 10.34
Services 8.84
Non-Durable 8.69
Other 3.85
Finance 3.36
Consumer Durables 1.63

Portfolio Holdings

Top Equity Holdings
(As of 11/30/2020)
% of Portfolio Value (Mil$)
ZENDESK INC 2.23 60.66
HUBSPOT INC 2.19 59.38
GUARDANT HEALTH INC 2.03 55.21
AVALARA INC 1.97 53.56
PERKINELMER INC 1.93 52.43
GENERAC HOLDINGS INC 1.86 50.50
ENTEGRIS, INC 1.79 48.66
RPM INTERNATIONAL 1.74 47.15
COLFAX CORP 1.65 44.82

Stock Holding % of Net Assets

As Of 11/30/2020
Total Issues 101
Avg. P/E 24.52
Avg. P/Book 3.27
Avg. EPS Growth 9.48
Avg. Market Value (Mil $) 10,103

Allocation

% of Portfolio
Large Growth 22.55
Large Value 0.00
Small Growth 41.65
Small Value 0.00
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 23.67
Foreign Bond 0.00
High Yield Bond 1.42