Goldman Sachs Fund Family Report
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  • Select a Fund Family
  • Performance
    02-28-19

    Total ReturnCategory Average
    Total Return-3.237.5210.85-5.537.54
    Category Average-2.848.3312.25-5.647.62
    Assets for Each Yr*96.2989.0193.7686.4993.38
    *billions

    Trailing Returns %
    02-28-19

      YTD 3 Year 5 Year    
    Fund Family 7.54 8.20 3.84

    Key Stats
    02-28-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $93,379 mil $0 12.51 87.49
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.9 27.86 1.09 Average
    International Stock 3.8 15.77 1.17 Average
    Municipal Bond 4.4 18.60 0.74 Average
    Taxable Bond 2.5 19.04 0.79 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-20-19

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 16.16 0.48
    Alphabet Inc A* Technology 17.37 0.22
    Alphabet Inc Class C* Technology 18.19 0.21
    JPMorgan Chase & Co* Financial Services 7.89 0.16
    Boeing Co* Industrials 17.28 0.15
    Comcast Corp Class A* Communication Services 15.92 0.13
    Pfizer Inc* Healthcare -2.57 0.13
    EQM Midstream Partners LP* Energy 4.88 0.12
    Berkshire Hathaway Inc B* Financial Services -0.45 0.11
    Amgen Inc* Healthcare -1.08 0.10
    Chevron Corp* Energy 15.71 0.10
    Verizon Communications Inc* Communication Services 3.65 0.10
    Adobe Inc* Technology 14.81 0.10
    Bank of America Corporation* Financial Services 16.84 0.10
    Plains All American Pipeline LP* Energy 25.85 0.10
    Abbott Laboratories* Healthcare 10.96 0.09
    Fidelity National Information Se* Industrials 4.44 0.09
    AT&T Inc* Communication Services 8.69 0.08
    CMS Energy Corp* Utilities 10.74 0.08
    IDEXX Laboratories Inc* Healthcare 17.87 0.08

    Worst 5-Year Relative Performance | More
    03-20-19

    Lowest Expenses | More
    03-20-19

    Highest Expenses | More
    03-20-19

    Longest Manager Tenure | More
    03-20-19

    Fund Name   Manager Name Avg Manager Tenure  
    Goldman Sachs Global Andrew F. Wilson 20.20
    Goldman Sachs Growth Steven M. Barry 19.70
    Goldman Sachs Dynami Ben Barber 18.20
    Goldman Sachs Short Ben Barber 17.70
    Goldman Sachs High Y Ben Barber 17.60

    Shortest Manager Tenure | More
    03-20-19

    Fund Name   Manager Name Avg Manager Tenure  
    Goldman Sachs Small/ Jessica Katz 0.10
    Goldman Sachs Target Christopher Lvoff 0.20
    Goldman Sachs Target Christopher Lvoff 0.20
    Goldman Sachs Target Christopher Lvoff 0.20
    Goldman Sachs Target Christopher Lvoff 0.20