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Morningstar

Goldman Sachs Small Cap Value R GSQRX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 34.72  /  4.20 %
  • Total Assets 2.0 Bil
  • Adj. Expense Ratio
    1.540%
  • Expense Ratio 1.480%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.21%
  • Turnover 65%

USD | NAV as of Jun 02, 2023 | 1-Day Return as of Jun 02, 2023, 11:40 PM GMT+0

Morningstar’s Analysis GSQRX

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

People Pillar

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.

Parent Pillar

The Parent Pillar is our rating of GSQRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Retaining conviction despite some team changes.

Analyst Jader Dutra

Jader Dutra

Analyst

Summary

Goldman Sachs Small Cap Value boasts solid leadership and a prudent approach, earning most of its share classes Morningstar Analyst Ratings of Bronze, while the expensive C shares are rated Neutral.

by Jader Dutra
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings GSQRX

More GSQRX Holdings
  • Current Portfolio Date
  • Equity Holdings 204
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 12.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
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