Goldman Sachs Small/Mid Cap Growth Fund

Frequently Asked Questions About GTMUX

What does GTMUX invest in?

Normally, this fund dedicates at least 80% of its investable capital, which includes its net assets and any borrowed funds (assessed at the point of purchase), to a varied portfolio of stocks from small and mid-sized companies. It has the flexibility to direct up to 25% of its net assets into international equities, encompassing those from developing markets and securities denominated in foreign currencies. Furthermore, the fund may allocate a maximum of 20% of its net assets to fixed-income instruments, such as government, corporate, or bank debt.

What is the expense ratio of GTMUX?

Goldman Sachs Small/Mid Cap Growth Fund (GTMUX) charges an expense ratio of 0.92%. This is the annual fee deducted from fund assets to cover management and operations.

How big is GTMUX?

Goldman Sachs Small/Mid Cap Growth Fund (GTMUX) manages $1.33B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is GTMUX actively managed or an index fund?

GTMUX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was GTMUX launched?

Goldman Sachs Small/Mid Cap Growth Fund (GTMUX) launched in August 2015 and is managed by Goldman Sachs.

How has GTMUX performed?

GTMUX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.