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Morningstar

Goldman Sachs Small Cap Gr Insghts A GSAOX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 13.85  /  −0.29 %
  • Total Assets 112.9 Mil
  • Adj. Expense Ratio
    1.210%
  • Expense Ratio 1.210%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 153%

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

Morningstar’s Analysis GSAOX

Will GSAOX 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 GSAOX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the GSAOX 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 GSAOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Goldman Sachs Small Cap Gr Insghts A’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

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings GSAOX

More GSAOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Super Micro Computer Inc

2.26 2.6 Mil
Technology

e.l.f. Beauty Inc

1.24 1.4 Mil
Consumer Defensive

Comfort Systems USA Inc

1.18 1.4 Mil
Industrials

HealthEquity Inc

1.14 1.3 Mil
Healthcare

Qualys Inc

1.11 1.3 Mil
Technology

Ryman Hospitality Properties Inc

1.10 1.3 Mil
Real Estate

Atkore Inc

1.02 1.2 Mil
Industrials

SPS Commerce Inc

0.97 1.1 Mil
Technology

ExlService Holdings Inc

0.97 1.1 Mil
Technology

Tenable Holdings Inc

0.97 1.1 Mil
Technology