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Morningstar

Goldman Sachs Small Cap Gr Insghts Instl GSIOX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 20.24  /  1.00 %
  • Total Assets 100.1 Mil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.34%
  • Turnover 155%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 12:24 AM GMT+0

Morningstar’s Analysis GSIOX

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

People Pillar

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

Goldman Sachs Small Cap Gr Insghts Instl 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

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

by Morningstar Manager Research
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Portfolio Holdings GSIOX

More GSIOX Holdings
  • Current Portfolio Date
  • Equity Holdings 352
  • Bond Holdings 0
  • Other Holdings 0
  • % Assets in Top 10 Holdings 10.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Crocs Inc

1.20
1,250,675
Consumer Cyclical

Wingstop Inc

1.18
1,230,476
Consumer Cyclical

Simpson Manufacturing Co Inc

1.10
1,146,736
Basic Materials

Medpace Holdings Inc

1.06
1,100,570
Healthcare

e.l.f. Beauty Inc

1.04
1,076,944
Consumer Defensive

Comfort Systems USA Inc

1.03
1,073,637
Industrials

Applied Industrial Technologies Inc

1.03
1,072,121
Industrials

Exponent Inc

1.02
1,058,023
Industrials

Atkore Inc

0.94
975,520
Industrials

Workiva Inc Class A

0.92
954,472
Technology