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Morningstar

Goldman Sachs Small Cap Value Inst GSSIX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 42.88  /  −0.07 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Value
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.82%
  • Turnover 71%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM 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.

null Gregg Wolper

Gregg Wolper

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 GSSIX

More GSSIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Meritage Homes Corp

1.52 21.8 Mil
Consumer Cyclical

ASGN Inc

1.34 19.2 Mil
Technology

SITE Centers Corp

1.33 19.1 Mil
Real Estate

SPX Technologies Inc

1.28 18.3 Mil
Industrials

Ameris Bancorp

1.05 15.0 Mil
Financial Services

Arcosa Inc

1.04 15.0 Mil
Industrials

Mr. Cooper Group Inc

1.03 14.8 Mil
Financial Services

MGIC Investment Corp

1.03 14.8 Mil
Financial Services

iShares Russell 2000 Value ETF

1.02 14.6 Mil
—

Gates Industrial Corp PLC

1.02 14.6 Mil
Industrials