Goldman Sachs Small Cap Value--which reopened to new investors in May 2020--has experienced and knowledgeable managers who have implemented a reasonable strategy for many years now. Depending on expenses, its share classes receive Morningstar Analyst Ratings of Silver, Bronze, or (for the costly C shares) Neutral.
Will GSQRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GSQRX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the GSQRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of GSQRX’s parent organization’s priorities and whether they’re in line with investors’ interests.