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Mutual Fund Insights: Goldman Sachs Small/Mid Cap Growth B Fund (GSMDX)

In-depth Analysis of Goldman Sachs Small/Mid Cap Growth B Fund (GSMDX)

Mutual fund chart: Goldman Sachs Small/Mid Cap Growth B Fund (GSMDX)

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See Goldman Sachs Small/Mid Cap Growth B Fund (GSMDX) performance details as of January 31, 2010

  

    Last Trade: $12.60 on 3/18/2010, Change: -0.06 (-0.47%)
Experiment our closing price forecasting tool for Goldman Sachs Small/Mid Cap Growth B Fund (GSMDX) (alpha release)

  

Fund Manager - David G. Shell

Fund Manager Tenure: 4.7 years   [Similar Funds: GSMAX  GSMGX  GSMQX  GSMYX ]
Fundmojo Fund Grade: A+ (Score: 0.81)     (What does this score mean?)
Shell is a managing director/partner of Goldman, Sachs & Co. He is a chief investment officer and co-head the Growth Team, responsible for Growth performance, portfolios and personnel. His research background is in entertainment, cable television, broadcasting, telecommunications, and wireless communications. He was a senior portfolio manager at Liberty Investment Management prior to Goldman Sachs.  Get more insights on David G. Shell

  

What we like about Goldman Sachs Small/Mid Cap Growth B Fund (GSMDX) What we like about Goldman Sachs Small/Mid Cap Growth B Fund (GSMDX)

Data for Goldman Sachs Small/Mid Cap Growth B Fund (GSMDX) as of January 31, 2010

  • Goldman Sachs Small/Mid Cap Growth B Fund (GSMDX) management has been with Goldman Sachs Small/Mid Cap Growth B Fund for 4.7 years
  • Goldman Sachs Small/Mid Cap Growth B Fund (GSMDX) has good short-term performance (1-year return 55.87% vs 39.73% Mid-Cap Growth category average)
  • Goldman Sachs Small/Mid Cap Growth B Fund (GSMDX) has good mid-term performance (3-year return 0.81% vs -5.54% Mid-Cap Growth category average)
  • Goldman Sachs Small/Mid Cap Growth B Fund (GSMDX) has a Morningstar rating of 4 and above
  • Goldman Sachs Small/Mid Cap Growth B Fund (GSMDX) has an annual stock turnover rate of 46.00% vs Mid-Cap Growth average of 138.22%. It is good that Goldman Sachs Small/Mid Cap Growth B management does not trade extensively for its return.

  

What we are cautious about Goldman Sachs Small/Mid Cap Growth B Fund (GSMDX) What we are cautious about Goldman Sachs Small/Mid Cap Growth B Fund (GSMDX)

Data for Goldman Sachs Small/Mid Cap Growth B Fund (GSMDX) as of January 31, 2010

  • Goldman Sachs Small/Mid Cap Growth B Fund (GSMDX) ratio of up-years vs down years can be improved
  • Goldman Sachs Small/Mid Cap Growth B Fund (GSMDX) is more volatile than its peers as it has a 3-year Standard Deviation of 24.64 that is higher than category average of 23.72
  • Goldman Sachs Small/Mid Cap Growth B Fund (GSMDX) has a higher management fee of 2.25% than its Mid-Cap Growth average of 1.46%
  • Goldman Sachs Small/Mid Cap Growth B Fund (GSMDX) carries a 5% load
See Goldman Sachs Small/Mid Cap Growth B Fund (GSMDX) performance details as of January 31, 2010

  

  

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Goldman Sachs Small/Mid Cap Growth B Fund (GSMDX) Net Asset

Track net asset change of Goldman Sachs Small/Mid Cap Growth B fund (GSMDX)

DateNet Asset
01/2010$6.40M
11/2009$6.14M
10/2009$5.76M
More historic net asset information on Goldman Sachs Small/Mid Cap Growth B Fund (GSMDX)

  

Goldman Sachs Small/Mid Cap Growth B Fund (GSMDX) Portfolio Allocation

Track portfolio allocation change of Goldman Sachs Small/Mid Cap Growth B fund (GSMDX)

DateCashStockBondOther
09/20095.38%94.63%0%0%
06/20094.44%95.56%0%0%
03/20092.86%97.14%0%0%
Click here to see more historic asset allocation information on Goldman Sachs Small/Mid Cap Growth B Fund (GSMDX)

  

Most Recent Top 10 Holdings in Goldman Sachs Small/Mid Cap Growth B Fund (GSMDX)

Discover what Goldman Sachs Small/Mid Cap Growth B Fund (GSMDX) manager is buying

30-Sep-09
Equinix, Inc. [2.38%]
SBA Communications Corporation [2.17%]
CHARLES RIVER LAB [2.11%]
CB RICHARD ELLIS GRP [2.03%]
Chattem, Inc. [2%]
AMPHENOL CP [1.95%]
EVERCORE PARTNERS IN [1.91%]
GLOBAL PAYMENTS INC [1.78%]
WHITING PETE CORP [1.71%]
RITCHIE BROS AUCTION [1.71%]

30-Jun-09
AMPHENOL CP [2.72%]
IRON MOUNTAIN (DEL) [2.48%]
LABORATORY CORP NEW [2.16%]
Equinix, Inc. [2.12%]
ALLIANT TECH SYS INC [2.1%]
RITCHIE BROS AUCTION [1.9%]
RAYMOND JAMES FIN CP [1.83%]
GLOBAL PAYMENTS INC [1.82%]
PETsMART, Inc. [1.8%]

31-Mar-09
Amphenol Corp. (New) [2.72%]
Iron Mountain Inc [2.48%]
Laboratory Corp. of America Hol [2.16%]
Equinix, Inc. [2.12%]
Alliant Techsystems Inc. [2.1%]
Ritchie Bros. Auctioneers, Inc. [1.9%]
Raymond James Financial, Inc. [1.83%]
Global Payments, Inc. [1.82%]
PetSmart, Inc [1.8%]

Click here for Stock Holding Change Map in Goldman Sachs Small/Mid Cap Growth B Fund (GSMDX)

  

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Latest News on Goldman Sachs Small/Mid Cap Growth B (GSMDX)

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