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Overall Morningstar
Rating™
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| What is this?
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As of 2013-04-30 |
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Out of
Small Blend Funds
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| Rating derived from a weighted average of the fund's 3, 5, 10-year rating which are based on risk-adjusted performance. |
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Morningstar?
Style Box™
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| What is this?
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Small |
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Blend |
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As of
2013-03-31 |
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| Day Change |
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$ 0.10 |
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| NAV
(2013-05-20)
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|
$ 50.22 |
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| YTD Return %
(2013-05-20)
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| 18.70%
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| Total Assets ($ mil) |
| 3,948 |
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| Growth of $10,000 |
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Fund: |
Goldman Sachs Small Cap Value A |
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(from
2003-01-01
to 2013-04-30)
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Category: |
Small Blend |
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Index: |
S&P 500 TR USD |
| Total Annualized Returns % |
1yr, 3yr and 5yr Returns as of 2013-05-20 |
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Inception date: 1992-10-22 |
10yr and Inception Returns as of 2013-04-30 |
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YTD Returns as of 2013-05-20 |
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| The performance quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate thus an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted herein. For performance data current to the most recent month-end, please call 800-526-7384 or visit www.goldmansachsfunds.com. |
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| Asset Allocation |
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| % of Net Assets |
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Cash |
1.7 |
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Stocks |
98.3 |
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Bonds |
0.0 |
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Other |
0.0 |
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Foreign Stocks |
1.2 |
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(as a % of Assets) |
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| Holding Status |
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| Total Number of Stock Holdings |
223 |
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Turnover % |
26 |
| Total Number of Bond Holdings
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0 |
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30 Day SEC Yield %
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--- |
| % of Assets in Top 10 Holdings |
11.84 |
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ending as of
2013-03-31 |
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View Data Definitions
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Data through 2013-03-31 |
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YTD Return through 2013-05-20 |
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Fund Inception: 1992-10-22 |
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Portfolio Manager (Start Date) |
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J. Kelly Flynn
(2002-12-31)
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Kelly Flynn
Managing Director, Portfolio Manager
Kelly is a portfolio manager for the US Value Equity Team, where he has broad research responsibilities across the value strategies. Prior to joining Goldman Sachs Asset Management in 2002, Kelly spent 3 years at Lazard Asset Management as a Portfolio Manager for Small Cap/SMID Cap Value products. Before Lazard, Kelly was a small cap value Portfolio Manager at 1838 Investment Advisors. Previously, he worked for Edgewater Private Equity Fund as a Research Analyst and for First Boston in the Mergers and Acquisitions Department. Kelly has 21 years of industry experience. He received a BA from Harvard and an MBA from the Wharton School of Business at the University of Pennsylvania. |
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Robert Crystal
(2006-12-29)
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Crystal is a portfolio manager of the company. Before joining Goldman Sachs Asset Management, he was a director at Brant Point Capital Management LLC. |
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Sally P. Davis
(2006-12-29)
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Sally Pope Davis
Managing Director, Portfolio Manager
Sally is a portfolio manager for the US Value Equity Team, where she has broad research responsibilities and oversees the portfolio construction and investment research for the firm's Small Cap Value Strategy. Prior to joining Goldman Sachs Asset Management in 2001, Sally was a Relationship Manager for two years in Private Wealth Management. Previously, she was a sell-side Bank Analyst for ten years in the Goldman Sachs Investment Research Department. Before her experiences at Goldman Sachs, Sally spent two years as a Bank Analyst at Brown Brothers Harriman & Co. and six years at Chase Manhattan. Sally has 31 years of industry experience. She graduated Summa Cum Laude with a BS in Finance from the University of Connecticut and received her MBA from the University of Chicago Graduate School of Business. |
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Sean A. Butkus
(2011-12-29)
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Sean A. Butkus, CFA
Vice President, Portfolio Manager
Sean is a portfolio manager on the US Value Equity Team, where he has broad research responsibilities across the value strategies. Sean joined Goldman Sachs Asset Management in 2004. Previously, he worked on the Business Planning Team of the Investment Management Division at Goldman Sachs, providing analytical support and offering strategic advice to the division's management team. Before joining Goldman Sachs, he worked at Arthur Andersen LLP. Sean has 15 years of industry experience. He received a BS in Natural Science and Accounting from Muhlenberg College and an MBA in Finance from the Wharton School of Business at the University of Pennsylvania. |
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Sales Charge %
(taken from prospectus dated 2013-02-28)
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| Front: |
5.50 |
| Deferred: |
None |
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| Expense Ratio % |
1.40 |
based on net assets
(taken from annual report dated 2013-02-28)
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| Correspondence Information |
Goldman Sachs Trust
New York,
NY
100384925
USA |
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