Morningstar

Goldman Sachs Small Cap Value Insights Fund Class A GSATX

Morningstar Medalist Rating
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Medalist Rating as of See Goldman Sachs Investment Hub
  • NAV / 1-Day Return $41.51  /  −0.19 %
  • Fund Size $1.3B
  • Adjusted Expense Ratio 1.210%
  • Net Expense Ratio 1.200%
  • Fee Level: Distribution Average
  • Share Class Type Front Load
  • Morningstar Category Small Value
  • Equity Style Box (Funds) Small Value
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 1.79%
  • Turnover Ratio 139%
NAV and 1-Day Return as of

Morningstar’s Analysis GSATX

Will GSATX outperform in the 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 GSATX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Goldman Sachs Small Cp Val Insghts A holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings GSATX

More GSATX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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