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Morningstar

Goldman Sachs Small Cap Growth Instl GSAJX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 13.01  /  −0.38 %
  • Total Assets 81.9 Mil
  • Adj. Expense Ratio
    0.910%
  • Expense Ratio 0.910%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield —
  • Turnover 87%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 12:05 AM GMT+0

Morningstar’s Analysis GSAJX

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

  • People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Goldman Sachs Small Cap Growth Instl to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings GSAJX

More GSAJX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AAON Inc

2.40 2.0 Mil
Industrials

SPX Technologies Inc

2.22 1.9 Mil
Industrials

Watts Water Technologies Inc Class A

2.19 1.9 Mil
Industrials

Badger Meter Inc

2.08 1.8 Mil
Technology

RBC Bearings Inc

1.92 1.6 Mil
Industrials

Federal Signal Corp

1.92 1.6 Mil
Industrials

Moog Inc A

1.92 1.6 Mil
Industrials

Core & Main Inc Class A

1.88 1.6 Mil
Industrials

Ashland Inc

1.80 1.5 Mil
Basic Materials

Goldman Sachs FS Government Instl

1.58 1.3 Mil
Cash and Equivalents