GSPIX Rating, Research - Goldman Sachs Capital Growth Instl

Goldman Sachs Capital Growth Instl (gspix)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 144

Threats + Weaknesses = 111

When strengths & opportunities substantially exceed threats & weaknesses an investment in the gspix mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Goldman Sachs Capital Growth Instl (GSPIX) Description: GSPIX is a mutual fund, which is an investment that owns a basket of assets. The GSPIX mutual fund was provided by Goldman Sachs and this investment vehicle derives the majority of its value from equity holdings (stocks). Goldman Sachss mutual fund has a long management tenure and is in the average fund size classification. GSPIXs minimum initial investment amount is $10000000 while the IRA minimum is $0. GSPIXs expense ratio is roughly 1%. The latest GSPIXs front end load was 0% and the back end load was 0%. The Goldman Sachs Capital Growth Instl (GSPIX) mutual fund falls under the large-cap growth category. GSPIX focuses its investments in USA and GSPIX is not affiliated with a particular industry or fund sector. The Goldman Sachs Capital Growth Instl (GSPIX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find GSPIXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of GSPIXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund invests at least 80% of net assets in equity securities (see equity research) of large-capitalization companies that have market capitalizations of $5 billion or more at the time of purchase. It generally holds a core position of between 20 and 30 common stocks (see stock research) that are believed to have potential for long-term growth. The fund may invest up to 25% of total assets in foreign securities, including in emerging market securities. It is non-diversified.

Management Analysis Update

Performance Analysis Update