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Goldman Sachs Small Cap Eq Insghts R GDSRX

Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 27.80  /  −1.31 %
  • Total Assets 446.4 Mil
  • Adj. Expense Ratio
    1.450%
  • Expense Ratio 1.450%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 145%

USD | NAV as of Jul 18, 2024 | 1-Day Return as of Jul 18, 2024, 12:12 AM GMT+0

Morningstar’s Analysis GDSRX

Will GDSRX outperform in future?

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

Strength in Goldman Sachs Small Cap Eq Insghts R'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.

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Portfolio Holdings GDSRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 10.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Super Micro Computer Inc

1.94 7.7 Mil
Technology

E-mini Russell 2000 Index Future June 24

1.51 6.0 Mil

Comfort Systems USA Inc

1.10 4.3 Mil
Industrials

ATI Inc

1.03 4.0 Mil
Industrials

Goldman Sachs FS Government Instl

0.96 3.8 Mil
Cash and Equivalents

Carpenter Technology Corp

0.85 3.3 Mil
Industrials

SPS Commerce Inc

0.77 3.1 Mil
Technology

Viking Therapeutics Inc

0.77 3.0 Mil
Healthcare

Scorpio Tankers Inc

0.77 3.0 Mil
Energy

Atkore Inc

0.74 2.9 Mil
Industrials