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Morningstar

Goldman Sachs Intl Sm Cp Insghts Inv GIRLX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 11.66  /  0.09 %
  • Total Assets 3.3 Bil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Foreign Small/Mid Blend
  • Investment Style Mid Value
  • Min. Initial Investment 0
  • Status Limited
  • TTM Yield 2.95%
  • Turnover 156%

USD | NAV as of Jan 28, 2023 | 1-Day Return as of Jan 28, 2023, 12:12 AM GMT+00:00

Morningstar’s Analysis GIRLX

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

People Pillar

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

Still a suitable quantitative offering despite a downgrade.

Analyst

Summary

| by Paul Ruppe

Goldman Sachs International Small Cap Insights remains in the hands of a seasoned and well-supported management team, but its quantitative-driven approach has drawbacks. Its cheapest share classes’ Morningstar Analyst Rating drops to Bronze from Silver, while its pricier shares go to Neutral from Bronze.

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