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Goldman Sachs Small/Mid Cap Growth R (GTMRX) Fund Ranking and Research

Ranking, Research and Recommendation of Goldman Sachs Small/Mid Cap Growth R (GTMRX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Goldman Sachs Small/Mid Cap Growth R Fund (GTMRX) ManagerFund Manager - Steven Barry

Fund Manager Information

Fund Manager Tenure: 14.2 years
Similar Funds: GTMTX 
Fund Family: Goldman Sachs
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.66)     (What does this score mean?)

 

Graph of Goldman Sachs Small/Mid Cap Growth R Fund (GTMRX) ProfileGoldman Sachs Small/Mid Cap Growth R Fund (GTMRX) Profile

Fund Profile and Description

Goldman Sachs Small/Mid Cap Growth R Fund seeks long-term growth of capital. Goldman Sachs Small/Mid Cap Growth R Fund invests, under normal circumstances, at least 80% of net assets in small and mid-cap issuers with public stock market capitalizations within the range of the market capitalization of companies constituting the Russell 2500 Growth Index. If the market capitalization of a company held by the fund moves outside this range, it may, but is not required to, sell the securities. It may invest up to 20% of its net assets in fixed-income securities, such as government, corporate and bank debt obligations.

 

Goldman Sachs Small/Mid Cap Growth R (GTMRX) Fund Strength What we like about Goldman Sachs Small/Mid Cap Growth R (GTMRX) Fund

Data for Goldman Sachs Small/Mid Cap Growth R Fund (GTMRX) as of May 30, 2016

  • Goldman Sachs Small/Mid Cap Growth R Fund (GTMRX) management has been with Goldman Sachs Small/Mid Cap Growth R Fund for 14.2 years
  • Goldman Sachs Small/Mid Cap Growth R Fund (GTMRX) has good mid-term performance (3-year return 8.75% vs 8.38% Mid-Cap Growth category median performance)
  • Goldman Sachs Small/Mid Cap Growth R Fund (GTMRX) has good Long-term performance (5-year return 9.78% vs 7.70% Mid-Cap Growth category median performance)
  • Goldman Sachs Small/Mid Cap Growth R Fund (GTMRX) has a Morningstar rating of 4 and above
  • Asset base in Goldman Sachs Small/Mid Cap Growth R Fund (GTMRX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Goldman Sachs Small/Mid Cap Growth R Fund (GTMRX) has an annual stock turnover rate of 47.00% vs Mid-Cap Growth average of 50.96%. It is good that Goldman Sachs Small/Mid Cap Growth R management does not trade extensively for its return.

Goldman Sachs Small/Mid Cap Growth R Fund (GTMRX) Weakness What we are cautious about Goldman Sachs Small/Mid Cap Growth R (GTMRX) Fund

Data for Goldman Sachs Small/Mid Cap Growth R Fund (GTMRX) as of May 30, 2016

  • Goldman Sachs Small/Mid Cap Growth R Fund (GTMRX) has a less-than-ideal short-term performance (1-year return -6.94% vs -5.73% Mid-Cap Growth category median performance)
  • Goldman Sachs Small/Mid Cap Growth R Fund (GTMRX) ratio of up-years vs down years can be improved
  • Goldman Sachs Small/Mid Cap Growth R Fund (GTMRX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.2 that is higher than category average of 13.49
  • Goldman Sachs Small/Mid Cap Growth R Fund (GTMRX) has a higher expense ratio of 1.58% than its Mid-Cap Growth average of 1.28%
  • Even though Goldman Sachs Small/Mid Cap Growth R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See Goldman Sachs Small/Mid Cap Growth R Fund (GTMRX) performance details as of May 30, 2016

 

What do you think?

 

Compare Goldman Sachs Small/Mid Cap Growth R Fund (GTMRX)Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Goldman Sachs Small/Mid Cap Growth R0.64-6.948.759.78
Akre Focus Instl (AKRIX)3.591.8011.1515.02Compare
Baron Asset Instl (BARIX)1.54-1.9810.2810.08Compare
Bright Rock Mid Cap Growth Instl (BQMGX)8.534.539.875.79Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare Goldman Sachs Small/Mid Cap Growth R Fund (GTMRX)Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)000
PowerShares Russell Midcap Pure Gr ETF (PXMG)-0.83%-6.85%5.24%
RevenueShares NavellierOverall A-100 ETF (RWV)1.16%-5.74%7.25%
iShares Morningstar Mid-Cap Growth (JKH)1.51%-5.25%9.06%
Vanguard Mid-Cap Growth ETF (VOT)3.05%-4.02%9.94%

 

Graph of Goldman Sachs Small/Mid Cap Growth R Fund (GTMRX) Net Asset TrackingGoldman Sachs Small/Mid Cap Growth R (GTMRX) Fund Net Asset

Track net asset change of Goldman Sachs Small/Mid Cap Growth R fund (GTMRX)

DateNet Asset
05/2016$2.73B
03/2016$2.66B
02/2016$2.51B
More historic net asset information on Goldman Sachs Small/Mid Cap Growth R Fund (GTMRX)

  

Graph of Goldman Sachs Small/Mid Cap Growth R Fund (GTMRX) Portfolio TrackingGoldman Sachs Small/Mid Cap Growth R (GTMRX) Fund Portfolio Allocation

Track portfolio allocation change of Goldman Sachs Small/Mid Cap Growth R fund (GTMRX)

DateCashStockBondOther
03/20164.51%95.49%0%0%
12/20151.14%98.86%0%0%
09/20152.22%97.78%0%0%
Click here to see more historic asset allocation information on Goldman Sachs Small/Mid Cap Growth R Fund (GTMRX)

 

graph of Goldman Sachs Small/Mid Cap Growth R Fund (GTMRX) Top 10 Position TrackingTop 10 Holdings in Goldman Sachs Small/Mid Cap Growth R (GTMRX) Fund

Discover what Goldman Sachs Small/Mid Cap Growth R Fund (GTMRX) manager is buying

Mar 30, 2016
Panera Bread Company [2.5%]
Eagle Bancorp, Inc. [2.44%]
Tractor Supply Company [2.38%]
Ulta Salon, Cosmetics & Fragran [2.32%]
The Middleby Corporation [2.24%]
Black Knight Financial Services [2.04%]
Xylem Inc. Common Stock New [1.98%]
Kate Spade & Company Common Sto [1.95%]
Sabre Corporation [1.75%]
Healthcare Services Group, Inc. [1.71%]

Dec 30, 2015
Ulta Salon, Cosmetics & Fragran [2.24%]
Panera Bread Company [2.21%]
Eagle Bancorp, Inc. [2.16%]
Black Knight Financial Services [2.01%]
Equinix, Inc. [1.9%]
The Middleby Corporation [1.9%]
FIRST REPUBLIC BANK Common Stoc [1.87%]
Axalta Coating Systems Ltd. Com [1.78%]
Fortune Brands Home & Security, [1.77%]
SBA Communications Corporation [1.7%]

Sep 29, 2015
Panera Bread Company [2.2%]
Black Knight Financial Services [1.97%]
Equinix, Inc. [1.92%]
Eagle Bancorp, Inc. [1.87%]
FIRST REPUBLIC BANK Common Stoc [1.85%]
Axalta Coating Systems Ltd. Com [1.84%]
Ulta Salon, Cosmetics & Fragran [1.79%]
Healthcare Services Group, Inc. [1.77%]
CEPHEID [1.72%]
Advance Auto Parts Inc Advance [1.72%]
Click here for Stock Holding Change Map in Goldman Sachs Small/Mid Cap Growth R Fund (GTMRX)

  

Latest News on Goldman Sachs Small/Mid Cap Growth R (GTMRX) Fund

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Goldman Sachs Small/Mid Cap Growth R Fund (GTMRX) Related ResourcesSee more information on Goldman Sachs Small/Mid Cap Growth R (GTMRX) Fund

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