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Morningstar

Goldman Sachs Small Cap Gr Insghts A GSAOX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 12.88  /  0.86 %
  • Total Assets 91.9 Mil
  • Adj. Expense Ratio
    1.220%
  • Expense Ratio 1.220%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.19%
  • Turnover 155%

USD | NAV as of Dec 05, 2023 | 1-Day Return as of Dec 05, 2023, 1:22 AM GMT+0

Morningstar’s Analysis GSAOX

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

People Pillar

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

Goldman Sachs Small Cap Gr Insghts A earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

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 second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings GSAOX

More GSAOX Holdings
  • Current Portfolio Date
  • Equity Holdings 353
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 11.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Super Micro Computer Inc

1.85
2,187,048
Technology

E-mini Russell 2000 Index Future Sept 23

1.54
1,812,240
—

Goldman Sachs FS Government Instl

1.41
1,657,179
Cash and Equivalents

Simpson Manufacturing Co Inc

1.16
1,365,752
Basic Materials

Axcelis Technologies Inc

1.08
1,273,048
Technology

Comfort Systems USA Inc

1.06
1,249,453
Industrials

Atkore Inc

1.04
1,225,250
Industrials

Applied Industrial Technologies Inc

0.97
1,145,856
Industrials

Watts Water Technologies Inc Class A

0.93
1,091,200
Industrials

CommVault Systems Inc

0.90
1,063,978
Technology