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Morningstar

Goldman Sachs Small Cap Eq Insghts Inv GDSTX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 21.91  /  0.59 %
  • Total Assets 349.7 Mil
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.970%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.75%
  • Turnover 155%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 11:38 PM GMT+0

Morningstar’s Analysis GDSTX

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

People Pillar

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

Goldman Sachs Small Cap Eq Insghts Inv’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 strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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Portfolio Holdings GDSTX

More GDSTX 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