Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.
Goldman Sachs Small Cp Val Insghts C GSCTX
- NAV / 1-Day Return 19.12 / +1.00 %
- Total Assets 867.2 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.960%
- Distribution Fee Level Average
- Share Class Type Level Load
- Category Small Value
- Investment Style Small Value
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 2.75%
- Turnover 136%
USD | NAV as of May 02, 2024 | 1-Day Return as of May 02, 2024, 12:17 AM GMT+0
Morningstar’s Analysis GSCTX
Will GSCTX 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 9.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
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KB Home | 0.86 | 7.4 Mil | Consumer Cyclical |
Carpenter Technology Corp | 0.84 | 7.3 Mil | Industrials |