Skip to Content
Morningstar

Goldman Sachs Small Cap Value Inst GSSIX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 43.81  /  0.60 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.970%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.63%
  • Turnover 71%

USD | NAV as of Dec 09, 2023 | 1-Day Return as of Dec 09, 2023, 12:22 AM GMT+0

Morningstar’s Analysis GSSIX

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

People Pillar

The People Pillar is our evaluation of the GSSIX 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 GSSIX’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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings GSSIX

More GSSIX Holdings
  • Current Portfolio Date
  • Equity Holdings 196
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 11.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SITE Centers Corp

1.21
18,639,273
Real Estate

Meritage Homes Corp

1.15
17,662,468
Consumer Cyclical

Terreno Realty Corp

1.13
17,436,748
Real Estate

Physicians Realty Trust

1.13
17,413,513
Real Estate

SPX Technologies Inc

1.11
17,091,314
Industrials

ESCO Technologies Inc

1.10
16,905,076
Technology

Chord Energy Corp Ordinary Shares - New

1.07
16,439,084
Energy

Arcosa Inc

1.07
16,401,540
Industrials

UFP Industries Inc

1.04
15,951,565
Basic Materials

Hostess Brands Inc Class A

1.04
15,936,870
Consumer Defensive