Goldman Sachs Small Cap Value is losing a longtime lead manager, but the qualifications of her replacement and the stated intention to maintain this strategy’s prudent approach provide reassurance.
Goldman Sachs Small Cap Value Inv GSQTX
- NAV / 1-Day Return 39.07 / +1.24 %
- Total Assets 1.3 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.000%
- Distribution Fee Level Below Average
- Share Class Type No Load
- Category Small Blend
- Investment Style Small Value
- Min. Initial Investment —
- Status Open
- TTM Yield 1.01%
- Turnover 71%
USD | NAV as of Jun 01, 2024 | 1-Day Return as of Jun 01, 2024, 12:18 AM GMT+0
Morningstar’s Analysis GSQTX
Will GSQTX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 11.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Meritage Homes Corp | 1.52 | 21.8 Mil | Consumer Cyclical |
ASGN Inc | 1.34 | 19.2 Mil | Technology |
SITE Centers Corp | 1.33 | 19.1 Mil | Real Estate |
SPX Technologies Inc | 1.28 | 18.3 Mil | Industrials |
Ameris Bancorp | 1.05 | 15.0 Mil | Financial Services |
Arcosa Inc | 1.04 | 15.0 Mil | Industrials |
Mr. Cooper Group Inc | 1.03 | 14.8 Mil | Financial Services |
MGIC Investment Corp | 1.03 | 14.8 Mil | Financial Services |
iShares Russell 2000 Value ETF | 1.02 | 14.6 Mil | — |
Gates Industrial Corp PLC | 1.02 | 14.6 Mil | Industrials |