Goldman Sachs International Small Cap Insights’ improved talent retention and nimble approach contributes to increased confidence in the team’s ability to reward investors over the long haul and earns the closed fund’s three cheapest share classes an upgrade to a Morningstar Analyst Rating of Silver, while the pricier share classes are upgraded to a Bronze rating.
Goldman Sachs Intl Sm Cp Insghts Instl GICIX
NAV / 1-Day Return
13.26
/
0.15
%
Total Assets
2.9 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.870%
Expense Ratio
0.870%
Fee Level
Low
Longest Manager Tenure
13.43
years
Category
Foreign Small/Mid Blend
Investment Style
Mid BlendMin. Initial Investment
1,000,000
Status
Limited
TTM Yield
1.82%
Turnover
149%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will GICIX 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 GICIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the GICIX 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 GICIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Improved retention in this closed fund’s quant bench coupled with a nimble process boosts this strategy’s prospects.
