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Goldman Sachs Large Cap Growth Insights Fund Class P Shares: (MF: GMZPX)
(NASDAQ Mutual Funds) As of Dec 27, 2024 08:00 PM ET
$34.64 USD
-0.51 (-1.45%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Nov 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 34.70 | 7 |
| 3 months | 8.61 | 30 |
| 6 months | 16.67 | 20 |
| 1 Year | 40.42 | 10 |
| 3 Year | 10.33 | 28 |
| 5 Year | 18.02 | 7 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
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Portfolio Statistics
| % Unrealized Gain | 42.57 |
| % Yield | 0.06 |
| % SEC Yield | NA |
| Net Assets (Mil $) 11/30/2024 | 58.31 |
| % Turnover 11/30/2024 | 204.00 |
Risk
| 3 Year | 5 Year | 10 Year | |
|---|---|---|---|
| Beta | 1.11 | 1.07 | NA |
| Alpha | -1.37 | 1.42 | 0.00 |
| R Squared | 0.92 | 0.92 | NA |
| Std. Dev. | 20.07 | 20.26 | NA |
| Sharpe | 0.42 | 0.87 | NA |
Sector / Country Weightings
| As of 11/30/2024 | % of Portfolio |
|---|---|
| Technology | 60.23 |
| Retail Trade | 12.52 |
| Finance | 7.79 |
| Non-Durable | 7.03 |
| Other | 4.45 |
| Industrial Cyclical | 2.39 |
| Health | 2.20 |
| Services | 1.97 |
| Energy | 0.80 |
| Consumer Durables | 0.62 |
Portfolio Holdings
| Top Equity Holdings (As of 7/31/2024) |
% of Portfolio | Value (Mil$) |
|---|---|---|
| APPLE INC | 13.14 | 170.20 |
| MICROSOFT CORP | 12.69 | 164.27 |
| NVIDIA CORP | 9.95 | 128.88 |
| AMAZON.COM INC | 5.49 | 71.13 |
| ALPHABET INC CLASS C | 4.94 | 63.93 |
| META PLATFORMS INC | 4.73 | 61.19 |
| BROADCOM INC | 2.93 | 38.00 |
| ALPHABET INC CLASS A | 2.88 | 37.33 |
| TESLA INC | 2.38 | 30.85 |
Stock Holding % of Net Assets
| As Of | 7/31/2024 |
| Total Issues | 74 |
| Avg. P/E | 42.48 |
| Avg. P/Book | 4.07 |
| Avg. EPS Growth | 17.5 |
| Avg. Market Value (Mil $) | 669,318 |
Allocation
| % of Portfolio | |
| Large Growth | 44.66 |
| Large Value | 0.00 |
| Small Growth | 8.93 |
| Small Value | 0.97 |
| Foreign Stock | 10.91 |
| Emerging Market | 3.58 |
| Precious Metal | 0.00 |
| Intermediate Bond | 0.00 |
| Foreign Bond | 0.00 |
| High Yield Bond | 10.26 |