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Goldman Sachs Growth Strategy Inv (GGSTX)

18.39 +0.15 (+0.82%)
At close: 8:00 PM EDT

Fund Summary

The fund seeks to achieve its investment objective by investing approximately 75% (which allocation could be increased by 25% or decreased by 30%) of its assets in underlying equity funds, approximately 15% (which allocation could be increased by 5% or decreased by 15%) of its assets in the underlying dynamic funds, and approximately 10% (which allocation could be increased by 30% or decreased by 10%) of its assets in the underlying fixed income funds.

Goldman Sachs Growth Strategy Inv

Chicago DE 60606
71 South Wacker Drive
3126554400

Fund Overview

Category World Allocation
Fund Family Goldman Sachs
Net Assets 916.35M
YTD Return 7.22%
Yield 1.50%
Morningstar Rating
Inception Date Jan 02, 1998

Fund Operations

Last Dividend 0.28
Last Cap Gain 10.00
Holdings Turnover 67.00%
Average for Category --

Fees & Expenses

Expense GGSTX Category Average
Annual Report Expense Ratio (net) 1.74% 1.00%
Prospectus Net Expense Ratio 1.74% --
Prospectus Gross Expense Ratio 1.79% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.06%
Max Deferred Sales Load -- 1.35%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Alexandra Wilson-Elizondo is a managing director and head of multi-asset funds and model portfolio management within the Multi-Asset Solutions (MAS) Group in Goldman Sachs Asset Management, focusing on the US market. She joined Goldman Sachs as a managing director in 2020. Prior to joining the firm, Alexandra was a managing director and deputy head of global credit at MacKay Shields. She was also a member of the Investment Policy Committee, which formulated the group’s macroeconomic outlook and asset allocation decisions, and was responsible for the implementation of the investment process for the global credit team. She also served as a senior portfolio manager with oversight for the investment grade, high yield, global high yield and index strategies. Alexandra was a member of the firm’s Responsible Investing Advisory Committee and managed the ESG credit and multi-sector portfolios. Prior, she spent seven years at Vanguard as a manager on the taxable money market desk and as head of corporate credit risk for Vanguard’s fixed income index funds and ETFs. Alexandra earned a BA from Haverford College and a MBA from NYU’s Stern School of Business.

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.

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