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Morningstar

Goldman Sachs Small Cap Eq Insghts Instl GCSIX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 26.17  /  −0.11 %
  • Total Assets 388.1 Mil
  • Adj. Expense Ratio
    0.840%
  • Expense Ratio 0.840%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.69%
  • Turnover 145%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis GCSIX

Will GCSIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GCSIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the GCSIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of GCSIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Goldman Sachs Small Cap Eq Insghts Instl’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings GCSIX

More GCSIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Super Micro Computer Inc

1.34 5.2 Mil
Technology

HealthEquity Inc

0.90 3.5 Mil
Healthcare

e.l.f. Beauty Inc

0.89 3.5 Mil
Consumer Defensive

Comfort Systems USA Inc

0.85 3.3 Mil
Industrials

Qualys Inc

0.81 3.2 Mil
Technology

Encore Wire Corp

0.79 3.1 Mil
Industrials

Scorpio Tankers Inc

0.78 3.1 Mil
Energy

M/I Homes Inc

0.77 3.0 Mil
Consumer Cyclical

Varonis Systems Inc

0.76 3.0 Mil
Technology

ATI Inc

0.75 2.9 Mil
Industrials