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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 23.81  /  0.33 %
  • Total Assets 352.0 Mil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.88%
  • Turnover 155%

USD | NAV as of Nov 27, 2023 | 1-Day Return as of Nov 27, 2023, 11:17 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 sizable 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 455
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 8.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Super Micro Computer Inc

1.26
4,962,967
Technology

Comfort Systems USA Inc

0.92
3,615,619
Industrials

Atkore Inc

0.91
3,574,042
Industrials

Simpson Manufacturing Co Inc

0.87
3,442,662
Basic Materials

American Equity Investment Life Holding Co

0.80
3,147,584
Financial Services

CNO Financial Group Inc

0.77
3,039,384
Financial Services

M/I Homes Inc

0.77
3,026,500
Consumer Cyclical

LGI Homes Inc

0.76
2,987,981
Consumer Cyclical

Franklin Electric Co Inc

0.74
2,923,392
Industrials

Exponent Inc

0.74
2,913,410
Industrials