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Morningstar

Goldman Sachs Small Cap Gr Insghts R GSROX

Morningstar Analyst Rating
Quantitative rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 11.07  /  1.93 %
  • Total Assets 122.8 Mil
  • Adj. Expense Ratio
    1.460%
  • Expense Ratio 1.460%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 155%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:56 PM GMT+00:00

Morningstar’s Analysis GSROX

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

People Pillar

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

Summary

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Goldman Sachs Small Cap Gr Insghts R's Average Process and Parent pillars limit this strategy to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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