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Morningstar

Goldman Sachs Small Cp Val Insghts C GSCTX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 18.46  /  +0.05 %
  • Total Assets 837.8 Mil
  • Adj. Expense Ratio
    1.960%
  • 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 Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis GSCTX

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

  • People Pillar

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

Strength in Goldman Sachs Small Cp Val Insghts C's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

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 most expensive quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings GSCTX

More GSCTX Holdings
  • 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

Summit Materials Inc Class A

0.98 8.5 Mil
Basic Materials

Encore Wire Corp

0.96 8.3 Mil
Industrials

Scorpio Tankers Inc

0.95 8.2 Mil
Energy

Goodyear Tire & Rubber Co

0.94 8.2 Mil
Consumer Cyclical

M/I Homes Inc

0.90 7.9 Mil
Consumer Cyclical

Terreno Realty Corp

0.89 7.7 Mil
Real Estate

Kite Realty Group Trust

0.86 7.5 Mil
Real Estate

Powell Industries Inc

0.86 7.5 Mil
Industrials

KB Home

0.86 7.4 Mil
Consumer Cyclical

Carpenter Technology Corp

0.84 7.3 Mil
Industrials