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Morningstar

Goldman Sachs Small Cp Val Insghts C GSCTX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 18.22  /  3.23 %
  • Total Assets 938.1 Mil
  • Adj. Expense Ratio
    1.960%
  • Expense Ratio 1.960%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.10%
  • Turnover 173%

USD | NAV as of Dec 02, 2023 | 1-Day Return as of Dec 02, 2023, 1:29 AM GMT+0

Morningstar’s Analysis GSCTX

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

People Pillar

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

Strength in Goldman Sachs Small Cp Val Insghts C's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

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 highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings GSCTX

More GSCTX Holdings
  • Current Portfolio Date
  • Equity Holdings 441
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 8.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

American Equity Investment Life Holding Co

0.96
9,448,711
Financial Services

M/I Homes Inc

0.89
8,708,800
Consumer Cyclical

Asbury Automotive Group Inc

0.89
8,690,563
Consumer Cyclical

CNO Financial Group Inc

0.88
8,661,184
Financial Services

Terreno Realty Corp

0.87
8,558,727
Real Estate

Independence Realty Trust Inc

0.87
8,495,922
Real Estate

LGI Homes Inc

0.87
8,482,620
Consumer Cyclical

Group 1 Automotive Inc

0.85
8,341,470
Consumer Cyclical

Carpenter Technology Corp

0.84
8,209,859
Industrials

Summit Materials Inc Class A

0.83
8,145,963
Basic Materials