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Goldman Sachs Small Cap Gr Insghts R GSROX

Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 12.46  /  −0.24 %
  • Total Assets 118.1 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
  • Status Open
  • TTM Yield
  • Turnover 153%

USD | NAV as of Jun 12, 2024 | 1-Day Return as of Jun 12, 2024, 12:12 AM GMT+0

Morningstar’s Analysis GSROX

Will GSROX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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

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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 most expensive quintile among peers.

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Portfolio Holdings GSROX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 12.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Super Micro Computer Inc

2.26 2.6 Mil
Technology

e.l.f. Beauty Inc

1.24 1.4 Mil
Consumer Defensive

Comfort Systems USA Inc

1.18 1.4 Mil
Industrials

HealthEquity Inc

1.14 1.3 Mil
Healthcare

Qualys Inc

1.11 1.3 Mil
Technology

Ryman Hospitality Properties Inc

1.10 1.3 Mil
Real Estate

Atkore Inc

1.02 1.2 Mil
Industrials

SPS Commerce Inc

0.97 1.1 Mil
Technology

ExlService Holdings Inc

0.97 1.1 Mil
Technology

Tenable Holdings Inc

0.97 1.1 Mil
Technology