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Goldman Sachs Small Cap Eq Insghts Instl GCSIX

Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 28.12  /  +0.93 %
  • Total Assets 429.8 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 0.71%
  • Turnover 145%

USD | NAV as of Mar 02, 2024 | 1-Day Return as of Mar 02, 2024, 12:00 AM GMT+0

Morningstar’s Analysis GCSIX

Will GCSIX outperform in future?

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

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-cheapest fee quintile among peers.

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Portfolio Holdings GCSIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 8.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Super Micro Computer Inc

1.07 3.4 Mil
Technology

Comfort Systems USA Inc

1.03 3.3 Mil
Industrials

Atkore Inc

0.83 2.6 Mil
Industrials

Ryman Hospitality Properties Inc

0.82 2.6 Mil
Real Estate

Franklin Electric Co Inc

0.80 2.6 Mil
Industrials

HealthEquity Inc

0.80 2.6 Mil
Healthcare

Encore Wire Corp

0.80 2.5 Mil
Industrials

Duolingo Inc

0.79 2.5 Mil
Technology

Carpenter Technology Corp

0.77 2.5 Mil
Industrials

Summit Materials Inc Class A

0.76 2.4 Mil
Basic Materials