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Morningstar

Goldman Sachs Small Cap Gr Insghts Inv GSTOX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 18.08  /  +1.97 %
  • Total Assets 126.3 Mil
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 0.960%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 153%

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

Morningstar’s Analysis GSTOX

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

  • People Pillar

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

Goldman Sachs Small Cap Gr Insghts Inv’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings GSTOX

More GSTOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Super Micro Computer Inc

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Comfort Systems USA Inc

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Industrials

ATI Inc

1.39 1.6 Mil
Industrials

MicroStrategy Inc Class A

1.28 1.4 Mil
Technology

Atkore Inc

1.17 1.3 Mil
Industrials

E-mini Russell 2000 Index Future June 24

1.14 1.3 Mil
—

Viking Therapeutics Inc

1.10 1.2 Mil
Healthcare

Badger Meter Inc

1.07 1.2 Mil
Technology

Ryman Hospitality Properties Inc

1.07 1.2 Mil
Real Estate

SPS Commerce Inc

1.05 1.2 Mil
Technology