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Morningstar

Goldman Sachs Small Cap Value C GSSCX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 22.66  /  +1.80 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    2.000%
  • Expense Ratio 2.000%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Small Blend
  • Investment Style Small Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.82%
  • Turnover 71%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 11:48 PM GMT+0

Morningstar’s Analysis GSSCX

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

  • People Pillar

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

One manager departs, another arrives.

Senior Analyst Gregg Wolper

Gregg Wolper

Senior Analyst

Summary

Goldman Sachs Small Cap Value is losing a longtime lead manager, but the qualifications of her replacement and the stated intention to maintain this strategy’s prudent approach provide reassurance.

by Gregg Wolper
Rated on Published on

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Portfolio Holdings GSSCX

More GSSCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Meritage Homes Corp

1.44 17.7 Mil
Consumer Cyclical

SITE Centers Corp

1.34 16.4 Mil
Real Estate

Gates Industrial Corp PLC

1.31 16.1 Mil
Industrials

ASGN Inc

1.15 14.1 Mil
Technology

Ameris Bancorp

1.11 13.6 Mil
Financial Services

Mr. Cooper Group Inc

1.09 13.4 Mil
Financial Services

Acadia Realty Trust

1.08 13.3 Mil
Real Estate

Commercial Metals Co

1.05 12.9 Mil
Basic Materials

MGIC Investment Corp

1.02 12.5 Mil
Financial Services

Home BancShares Inc

1.02 12.5 Mil
Financial Services